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James T. Borello RIA’s Washington Trust Bancorp WASH Stock Holding History

James T. Borello RIA’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 		$76 Sell
2
-1
-33% -$39 ﹤0.01% 1224
2026
Q2 		$109 Hold
3
– – ﹤0.01% 1184
2026
Q1 		$100 Buy
+3
New +$99 ﹤0.01% 1164

Other funds holding WASH

BLC
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

James T. Borello RIA's WASH Position: Q3 2026 in Review

James T. Borello RIA reduced its Washington Trust Bancorp (WASH) stake by 33% in Q3 2026, selling an estimated $39 and leaving 2 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

James T. Borello RIA first reported a position in WASH in Q1 2026 and has held it in 3 quarters since. The position peaked at $109 in Q2 2026. 21 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • James T. Borello RIA held 2 shares of Washington Trust Bancorp worth $76 as of Q3 2026.
  • James T. Borello RIA sold 1 Washington Trust Bancorp share in Q3 2026, an estimated $39.
  • Washington Trust Bancorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1224 holding.
  • James T. Borello RIA first reported a position in Washington Trust Bancorp in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Washington Trust Bancorp position peaked at $109 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.