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
Q3 		$542K Buy
14,523
+877
+6% +$33.9K ﹤0.01% 2731
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

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Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $259M AUM 15.73% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's WASH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Washington Trust Bancorp (WASH) stake by 6.4% in Q3 2026, buying an estimated $33.9K and bringing the position to 14,523 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

Wealth Enhancement Advisory Services first reported a position in WASH in Q1 2026 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,523 shares of Washington Trust Bancorp worth $542K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 877 Washington Trust Bancorp shares in Q3 2026, an estimated $33.9K.
  • Washington Trust Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2731 holding.
  • Wealth Enhancement Advisory Services first reported a position in Washington Trust Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.