Wellington Management Group
WASH icon

Wellington Management Group’s Washington Trust Bancorp WASH Stock Holding History

Wellington Management Group’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
2025
Q3 		– Sell
-166,586
Closed -$4.71M – 2129
2025
Q2 		$4.71M Sell
166,586
-2,214
-1% -$61.6K ﹤0.01% 1391
2025
Q1 		$5.21M Buy
168,800
+14,000
+9% +$443K ﹤0.01% 1363
2024
Q4 		$4.85M Buy
+154,800
New +$5.37M ﹤0.01% 1359
2023
Q4 		– Sell
-21,300
Closed -$561K – 1937
2023
Q3 		$561K Buy
+21,300
New +$608K ﹤0.01% 1685

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group's WASH Position: Q3 2025 in Review

Wellington Management Group sold out of Washington Trust Bancorp (WASH) in Q3 2025, closing a stake of 166,586 shares — an estimated $4.71M sold.

Wellington Management Group first reported a position in WASH in Q3 2023 and held it in 4 quarters. The position peaked at $5.21M in Q1 2025. 157 funds tracked by Wall St. Rank hold WASH as of Q3 2025.

  • Wellington Management Group reported no remaining Washington Trust Bancorp position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 166,586 Washington Trust Bancorp shares in Q3 2025, an estimated $4.71M.
  • Wellington Management Group first reported a position in Washington Trust Bancorp in Q3 2023 and held it in 4 quarters.
  • Wellington Management Group's Washington Trust Bancorp position peaked at $5.21M in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.