13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000861787
Total reported value
$1.4B
$1.4B
204 檔
17.1%
At the close of Q2 2024, Washington Trust Bank disclosed equity holdings valued at approximately $1.4B, spread across 204 reported holdings.
During Q2 2024, Washington Trust Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, PG) accounted for 17.1% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 7.76% | -0.10% | -0.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | -0.36% | +0.07% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.12% | -0.17% | -0.05% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.89% | -0.40% | -1.25% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.42% | +0.39% | -1.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.37% | -0.47% | +720.65% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | -0.02% | -3.90% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.40% | +0.61% | +3.72% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.29% | -0.27% | -4.62% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | -0.11% | -1.92% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.11% | +1.11% | +3.41% | |
| 12 | ROP | Roper Technologies Inc | Stock-Tech | 1.99% | — | +3.21% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.98% | +0.01% | +4.03% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.93% | — | +7.95% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.87% | +0.02% | +52.52% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.75% | -0.15% | +1.06% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.72% | -0.25% | -2.29% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.68% | +0.16% | +1.22% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.65% | -0.15% | -2.61% | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 1.62% | -0.02% | -1.30% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.15% | +1.58% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.13% | -4.24% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.56% | -0.15% | +0.02% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.53% | -0.08% | -3.35% | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 1.43% | -0.22% | -2.37% | |
| 26 | PNC | Pnc Financial Services Group | Stock-Financials | 1.40% | -0.07% | +1.71% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.35% | -0.21% | +2.18% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.35% | -0.06% | +8.13% | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 1.34% | -0.11% | -0.20% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | -0.25% | +6.23% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.17% | -0.07% | — | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.17% | -0.12% | +0.84% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.23% | +5.07% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.16% | -0.25% | +3.14% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 1.14% | — | +8.90% | |
| 36 | DE | Deere & Co | Stock-Industrials | 1.11% | -0.05% | -2.39% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.03% | -0.03% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.25% | +0.65% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.81% | -0.05% | -3.52% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.74% | -0.12% | +2.01% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.71% | -0.06% | +0.39% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.67% | +0.03% | -3.56% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.18% | -1.77% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | +0.18% | -34.60% | |
| 45 | MLM | Martin Marietta Materials | Stock-Materials | 0.66% | -0.07% | -1.96% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.63% | -0.08% | -0.56% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.12% | +2.14% | |
| 48 | NI | Nisource Inc | Stock-Utilities | 0.60% | -0.10% | +2.44% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.04% | -14.76% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.55% | +0.05% | -10.46% |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 204 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Washington Trust Bank's top holdings by market value included PCAR (7.8%)、MSFT (5.0%)、PG (4.1%). The largest single position, PCAR, represented 7.8% of total portfolio value.
In Q2 2024, Washington Trust Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.