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CIK: 0000861787
Total reported value
$1.4B
$1.4B
199 檔
26.4%
According to the latest 13F quarterly dataset, Washington Trust Bank managed an equity portfolio of $1.4B at the end of Q3 2025, spanning 199 distinct U.S. exchange-listed positions.
In Q3 2025, Washington Trust Bank displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, DFAS, DFAE) accounted for 26.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFAS
市值: $78.7M
Top Position Liquidated / Trimmed
ADBE
前期市值: $16.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.94% | -0.36% | +8.43% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.77% | +0.43% | +45.90% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.65% | +0.56% | — | |
| 4 | PCAR | Paccar Inc | Stock-Industrials | 5.41% | -0.10% | -1.08% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.88% | -0.40% | -4.53% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.47% | -0.47% | -3.47% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.74% | -0.20% | +57.21% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.34% | -0.45% | +1.51% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.39% | +0.49% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.87% | -0.17% | +0.38% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | -0.11% | -4.77% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | -0.02% | +0.37% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.76% | +0.02% | -0.26% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.74% | -0.15% | -8.13% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.72% | -0.15% | +0.59% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.13% | -3.29% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.54% | -0.25% | -0.09% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.27% | -1.30% | |
| 19 | PNC | Pnc Financial Services Group | Stock-Financials | 1.45% | -0.07% | -1.02% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.15% | +0.62% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.33% | -0.53% | +8.86% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.23% | -4.42% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.24% | -0.06% | +2.47% | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.23% | -0.25% | -1.36% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | -0.25% | +2.49% | |
| 26 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.16% | -0.21% | +8.10% | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 1.07% | -0.22% | -6.84% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 1.06% | -0.11% | +4.64% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.02% | -0.05% | +2.80% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.99% | -0.08% | -1.62% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.94% | -0.07% | -1.12% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.15% | -4.97% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.91% | -0.03% | EXIT | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.86% | -0.08% | +1.94% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.85% | -0.02% | +10.19% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | +0.61% | -0.44% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.79% | +0.01% | +6.35% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.16% | -1.25% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.64% | -0.05% | -4.09% | |
| 40 | NI | Nisource Inc | Stock-Utilities | 0.63% | -0.10% | +0.59% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.25% | +2.43% | |
| 42 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.60% | -0.12% | +1.53% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.59% | -0.12% | +0.47% | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 0.53% | -0.07% | -3.73% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.51% | +0.09% | -5.55% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.49% | -0.06% | -1.09% | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.49% | -0.08% | -0.70% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | +0.18% | -14.39% | |
| 49 | COP | Conocophillips | Stock-Energy | 0.47% | -0.12% | -4.30% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.46% | -0.08% | +0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -3.47% | Add |
| 2 | MSFT | Microsoft CORP | +1.9% | +8.43% | Add |
| 3 | AVGO | Broadcom Inc | +1.3% | +1.51% | Add |
| 4 | AAPL | Apple Inc | +1% | -4.53% | Add |
| 5 | JMUB | Jpmorgan Municipal ETF | +0.4% | -5.55% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.29% | Add |
| 7 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.2% | -20.50% | Add |
| 8 | LHX | L3harris Technologies Inc | +0.1% | -1.36% | Add |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | +55.08% | Add |
| 10 | ORCL | Oracle CORP | +0.1% | -0.58% | Trim |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | -8.13% | Trim |
| 12 | ECG | Everus Construction Group | +0.1% | — | Unchanged |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | -4.93% | Add |
| 14 | GLW | Corning Inc | 0% | -3.59% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | 0% | +18.88% | Add |
| 16 | IWP | Ishares Russell Mid-cap Grow | 0% | +39.78% | Add |
| 17 | PH | Parker Hannifin CORP | 0% | -1.62% | Add |
| 18 | VLO | Valero Energy CORP | 0% | -4.09% | Add |
| 19 | MLM | Martin Marietta Materials | 0% | -3.73% | Trim |
| 20 | DIS | Walt Disney Co/the | -0.1% | +2.49% | Add |
| 21 | DLR | Digital Realty Trust Inc | -0.1% | -0.70% | Add |
| 22 | PNC | Pnc Financial Services Group | -0.1% | -1.02% | Add |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -4.42% | Add |
| 24 | NI | Nisource Inc | -0.1% | +0.59% | Add |
| 25 | IWS | Ishares Russell Mid-cap Valu | -0.2% | -29.36% | Trim |
| 26 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -1.12% | Trim |
| 27 | IGF | Ishares Global Infrastructur | -0.2% | -16.09% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | -4.77% | Trim |
| 29 | TJX | Tjx Companies Inc | -0.2% | -0.09% | Add |
| 30 | HD | Home Depot Inc | -0.3% | +0.62% | Add |
| 31 | STZ | Constellation Brands Inc-a | -0.3% | +1.53% | Add |
| 32 | AMZN | Amazon.com Inc | -0.3% | +0.37% | Add |
| 33 | USB | US Bancorp | -0.4% | -45.66% | Trim |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | -0.4% | -0.26% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.4% | +0.49% | Add |
| 36 | MA | Mastercard Inc - A | -0.4% | +0.59% | Add |
| 37 | IWD | Ishares Russell 1000 Value E | -0.5% | -69.10% | Trim |
| 38 | ELV | Elevance Health Inc | -0.5% | +10.19% | Add |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | +1.94% | Add |
| 40 | UNH | Unitedhealth Group Inc | -0.8% | -1.25% | Add |
| 41 | NOW | Servicenow Inc | -1.1% | +6.35% | Trim |
| 42 | PG | Procter & Gamble Co/the | -1.4% | +0.38% | Add |
| 43 | PANW | Palo Alto Networks Inc | -1.5% | -0.44% | Trim |
| 44 | AMD | Advanced Micro Devices | -1.7% | -23.80% | Trim |
| 45 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 46 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 47 | DFIV | Dimensional International Va | — | NEW | New buy |
| 48 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | FFIV | F5 Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 199 disclosed positions in Q3 2025.
During Q3 2025, Washington Trust Bank's top holdings by market value included MSFT (5.9%)、DFAS (5.8%)、DFAE (5.7%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q3 2025, Washington Trust Bank made 49 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 13 holdings, and fully liquidating 2 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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