Wealth Enhancement Advisory Services
WASH icon

Wealth Enhancement Advisory Services’s Washington Trust Bancorp WASH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Buy
13,646
+7,575
+125% +$253K ﹤0.01% 2707
2026
Q1 		$204K Buy
+6,071
New +$200K ﹤0.01% 3121

Other funds holding WASH

FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

Wealth Enhancement Advisory Services's WASH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Washington Trust Bancorp (WASH) stake by 125% in Q2 2026, buying an estimated $253K and bringing the position to 13,646 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Wealth Enhancement Advisory Services first reported a position in WASH in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,646 shares of Washington Trust Bancorp worth $489K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,575 Washington Trust Bancorp shares in Q2 2026, an estimated $253K.
  • Washington Trust Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2707 holding.
  • Wealth Enhancement Advisory Services first reported a position in Washington Trust Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.