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Wealth Preservation Advisors’s Washington Trust Bancorp WASH Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-13
Closed -$435 – 937
2026
Q1 		$435 Buy
+13
New +$428 ﹤0.01% 799

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wealth Preservation Advisors's WASH Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Washington Trust Bancorp (WASH) in Q2 2026, closing a stake of 13 shares — an estimated $435 sold.

Wealth Preservation Advisors first reported a position in WASH in Q1 2026 and held it in 1 quarter. The position peaked at $435 in Q1 2026. 178 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Washington Trust Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 13 Washington Trust Bancorp shares in Q2 2026, an estimated $435.
  • Wealth Preservation Advisors first reported a position in Washington Trust Bancorp in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Washington Trust Bancorp position peaked at $435 in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.