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CIK: 0000861787
Total reported value
$1.4B
$1.4B
218 檔
17.1%
As reported in its official Q3 2024 Form 13F filing, Washington Trust Bank's tracked investment portfolio stood at $1.4B with 218 total positions.
In Q3 2024, Washington Trust Bank adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 0 holdings to manage risk exposure.
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 Q3 2024.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 7.20% | -0.10% | +0.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.36% | -2.76% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.15% | -0.17% | -0.87% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.40% | -1.83% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | +0.39% | +0.43% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.47% | -11.60% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | -0.02% | -5.38% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.31% | +0.61% | -1.28% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.18% | +0.01% | -0.08% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.16% | +1.11% | +4.23% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | -0.27% | -7.57% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.11% | -2.70% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | -0.45% | +25255.58% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.95% | +0.02% | +1.64% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.86% | -0.15% | -1.91% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.81% | +0.16% | -3.17% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | -0.15% | -2.18% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.76% | — | +1.35% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.66% | -0.06% | +1.37% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.66% | -0.25% | -6.94% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.60% | -0.15% | -3.30% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 1.57% | -0.07% | -3.05% | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 1.46% | -0.02% | -2.67% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.45% | -0.15% | -0.98% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.39% | -0.08% | -5.31% | |
| 26 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.37% | -0.21% | -1.39% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.13% | -1.40% | |
| 28 | COR | Cencora Inc | Stock-Healthcare | 1.33% | -0.22% | -3.44% | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 1.28% | -0.11% | -4.50% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.23% | -0.12% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.23% | -0.07% | -0.78% | |
| 32 | DE | Deere & Co | Stock-Industrials | 1.20% | -0.05% | +0.67% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.17% | -0.25% | +2.50% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.16% | -0.25% | -1.71% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.08% | -0.03% | EXIT | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.07% | -0.12% | -5.29% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.95% | — | +2.78% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.25% | -1.98% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.73% | +0.03% | -2.16% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.72% | -0.06% | -3.54% | |
| 41 | NI | Nisource Inc | Stock-Utilities | 0.68% | -0.10% | -2.92% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.12% | -1.68% | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 0.66% | -0.05% | -3.24% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.65% | -0.12% | -2.49% | |
| 45 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.64% | -0.08% | -1.67% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.18% | -0.07% | |
| 47 | MLM | Martin Marietta Materials | Stock-Materials | 0.63% | -0.07% | -1.68% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.04% | +0.68% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.58% | -0.08% | -1.32% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | +0.18% | -14.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2% | +25255.58% | Add |
| 2 | DJP | Ipath Bloomberg Commodity In | +0.3% | +151.64% | Add |
| 3 | SBUX | Starbucks CORP | +0.3% | +1.37% | Add |
| 4 | WTMF | Wisdomtree Mgd Futures Strat | +0.3% | +186.18% | Add |
| 5 | AAPL | Apple Inc | +0.2% | -1.83% | Trim |
| 6 | NOW | Servicenow Inc | +0.2% | -0.08% | Trim |
| 7 | HD | Home Depot Inc | +0.2% | -2.18% | Trim |
| 8 | PNC | Pnc Financial Services Group | +0.2% | -3.05% | Trim |
| 9 | IGF | Ishares Global Infrastructur | +0.2% | +101.54% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | -3.17% | Trim |
| 11 | MA | Mastercard Inc - A | +0.1% | -1.91% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -0.12% | Trim |
| 13 | ADP | Automatic Data Processing | +0.1% | +124.34% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.43% | Add |
| 15 | DE | Deere & Co | +0.1% | +0.67% | Add |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +1.64% | Add |
| 17 | NI | Nisource Inc | +0.1% | -2.92% | Trim |
| 18 | IWD | Ishares Russell 1000 Value E | +0.1% | +65.75% | Add |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -0.78% | Trim |
| 20 | USB | US Bancorp | +0.1% | -2.16% | Trim |
| 21 | DUK | Duke Energy CORP | +0.1% | -1.68% | Trim |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +118.37% | Add |
| 23 | FFIV | F5 Inc | +0.1% | — | Unchanged |
| 24 | AMD | Advanced Micro Devices | +0.1% | +4.23% | Add |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +1.60% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.22% | Add |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 28 | GS | Goldman Sachs Group Inc | 0% | -3.30% | Trim |
| 29 | PLD | Prologis Inc | 0% | -1.32% | Trim |
| 30 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 31 | PG | Procter & Gamble Co/the | 0% | -0.87% | Trim |
| 32 | MRSH | Marsh & Mclennan Cos | 0% | -1.39% | Trim |
| 33 | BND | Vanguard Total Bond Market | -0.1% | -14.25% | Trim |
| 34 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.1% | -52.64% | Trim |
| 35 | COP | Conocophillips | -0.1% | -2.49% | Trim |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | -5.29% | Trim |
| 37 | IYR | Ishares US Real Estate ETF | -0.1% | -42.81% | Trim |
| 38 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -5.31% | Trim |
| 39 | VLO | Valero Energy CORP | -0.2% | -3.24% | Trim |
| 40 | COST | Costco Wholesale CORP | -0.2% | -7.57% | Trim |
| 41 | ELV | Elevance Health Inc | -0.2% | -2.67% | Trim |
| 42 | ADBE | Adobe Inc | -0.2% | +1.35% | Add |
| 43 | BA | Boeing Co/the | -0.2% | +2.78% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.40% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -0.98% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.3% | -5.38% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | -2.76% | Trim |
| 48 | NVDA | Nvidia CORP | -0.5% | -11.60% | Trim |
| 49 | PCAR | Paccar Inc | -0.6% | +0.02% | Add |
| 50 | ROP | Roper Technologies Inc | -1.8% | -92.24% | Trim |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 218 disclosed positions in Q3 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.
Top Position Liquidated / Trimmed
MSFT
前期市值: $50.3M
During Q3 2024, Washington Trust Bank's top holdings by market value included PCAR (7.2%)、MSFT (4.5%)、PG (4.2%). The largest single position, PCAR, represented 7.2% of total portfolio value.
In Q3 2024, Washington Trust Bank made 47 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 30 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.
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