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 Q1	$435	Buy	+13	New	+$428	﹤0.01%	799

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

DMC

Drexel Morgan & Co Radnor, Pennsylvania $682M AUM 21.01% 1-Year Est. Return

Wealth Preservation Advisors's WASH Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Washington Trust Bancorp (WASH) in Q1 2026: 13 shares worth $435. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings.

184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

Wealth Preservation Advisors held 13 shares of Washington Trust Bancorp worth $435 as of Q1 2026.
Washington Trust Bancorp was a new Wealth Preservation Advisors position in Q1 2026.
Washington Trust Bancorp made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #799 holding.
184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.