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
198 檔
21.2%
During the Q2 2025 filing period, Washington Trust Bank (CIK: 0000861787) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 198 reported positions.
In Q2 2025, Washington Trust Bank displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 6.08% | -0.10% | -0.08% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.05% | -0.36% | +34.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.74% | -0.40% | +56.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.51% | -0.47% | +57.96% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.23% | +0.43% | — | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.41% | -0.17% | +1.97% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.39% | +0.62% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.16% | -0.45% | +11.94% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.54% | -0.20% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.43% | -0.11% | +1.40% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | -0.02% | +2.07% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.97% | +0.02% | +6.51% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.94% | -0.15% | +4.26% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.93% | -0.15% | +6.15% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.89% | -0.27% | -0.11% | |
| 16 | PNC | Pnc Financial Services Group | Stock-Financials | 1.56% | -0.07% | +15.64% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -0.23% | +6.15% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.51% | -0.25% | +0.26% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.51% | -0.06% | +9.15% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | -0.15% | +4.94% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.48% | -0.25% | +9.96% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.13% | +9.45% | |
| 23 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.34% | -0.21% | +7.29% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 1.26% | -0.22% | -7.91% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.26% | -0.05% | +1.97% | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 1.25% | -0.11% | -2.55% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.17% | -0.25% | +4.61% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.11% | -0.03% | EXIT | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.10% | -0.08% | +3.33% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 1.07% | -0.08% | +9.61% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 1.06% | -0.02% | +5.07% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | -0.15% | +13.72% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.05% | -0.53% | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.04% | -0.07% | -0.01% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.96% | +0.01% | -54.22% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.95% | +0.61% | -59.70% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.16% | +1.86% | |
| 38 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.82% | -0.12% | +20.62% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.25% | +4.79% | |
| 40 | NI | Nisource Inc | Stock-Utilities | 0.68% | -0.10% | +5.76% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.64% | -0.12% | +4.53% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.64% | +0.03% | -0.48% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | +0.18% | +15.75% | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.61% | +0.09% | +924.52% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.60% | -0.05% | +4.42% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.57% | -0.08% | +2.38% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.57% | -0.06% | -1.30% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.04% | +0.49% | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.55% | -0.07% | +2.05% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.53% | -0.12% | +12.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | +4.2% | NEW | New buy |
| 2 | DFIV | Dimensional International Va | +2.5% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +2.2% | +57.96% | Add |
| 4 | MSFT | Microsoft CORP | +2% | +34.33% | Add |
| 5 | AVGO | Broadcom Inc | +1.1% | +11.94% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +1.1% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.8% | +56.35% | Add |
| 8 | JMUB | Jpmorgan Municipal ETF | +0.5% | +924.52% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.3% | +6.15% | Add |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.3% | +1188.61% | Add |
| 11 | DIS | Walt Disney Co/the | +0.2% | +9.96% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +6.15% | Add |
| 13 | SHOP | Shopify Inc - Class A | +0.1% | NEW | New buy |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +197.23% | Add |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | +69.57% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | -0.36% | Trim |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +271.81% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.45% | Add |
| 19 | LHX | L3harris Technologies Inc | +0.1% | +4.61% | Add |
| 20 | PH | Parker Hannifin CORP | +0.1% | +9.61% | Add |
| 21 | PNC | Pnc Financial Services Group | +0.1% | +15.64% | Add |
| 22 | ECG | Everus Construction Group | 0% | — | Unchanged |
| 23 | DLR | Digital Realty Trust Inc | 0% | +2.38% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +1.40% | Add |
| 25 | MLM | Martin Marietta Materials | 0% | +2.05% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +2.07% | Add |
| 27 | BND | Vanguard Total Bond Market | 0% | +15.75% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.49% | Add |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | +16.42% | Add |
| 30 | DE | Deere & Co | -0.1% | +1.97% | Add |
| 31 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -0.01% | Trim |
| 32 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -42.02% | Trim |
| 33 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -26.48% | Trim |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | +6.51% | Add |
| 35 | IGF | Ishares Global Infrastructur | -0.2% | -46.24% | Trim |
| 36 | HD | Home Depot Inc | -0.2% | +4.94% | Add |
| 37 | MA | Mastercard Inc - A | -0.2% | +4.26% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.62% | Add |
| 39 | COST | Costco Wholesale CORP | -0.3% | -0.11% | Trim |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | +3.33% | Add |
| 41 | ELV | Elevance Health Inc | -0.3% | +5.07% | Add |
| 42 | MRSH | Marsh & Mclennan Cos | -0.3% | +7.29% | Add |
| 43 | IWD | Ishares Russell 1000 Value E | -0.4% | -74.14% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.8% | +1.86% | Add |
| 45 | PG | Procter & Gamble Co/the | -0.8% | +1.97% | Add |
| 46 | NOW | Servicenow Inc | -1% | -54.22% | Trim |
| 47 | PCAR | Paccar Inc | -1.3% | -0.08% | Trim |
| 48 | PANW | Palo Alto Networks Inc | -1.4% | -59.70% | Trim |
| 49 | AMD | Advanced Micro Devices | -1.6% | -92.22% | Trim |
| 50 | ADBE | Adobe Inc | -1.7% | -98.17% | Trim |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 198 disclosed positions in Q2 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, AAPL) accounted for 21.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFAS
市值: $50.2M
Top Position Liquidated / Trimmed
PCAR
前期市值: $74.0M
During Q2 2025, Washington Trust Bank's top holdings by market value included PCAR (6.1%)、MSFT (6.0%)、AAPL (4.7%). The largest single position, PCAR, represented 6.1% of total portfolio value.
In Q2 2025, Washington Trust Bank made 49 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 12 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.