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CIK: 0000861787
Total reported value
$1.4B
$1.4B
207 檔
26.4%
The Q1 2026 SEC filing reveals that Washington Trust Bank held a total portfolio value of $1.4B, covering 207 public equity positions.
In Q1 2026, Washington Trust Bank adopted a defensive or profit-taking posture, trimming 104 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAE, PCAR, DFAS) accounted for 26.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.51% | +0.56% | +3.21% | |
| 2 | PCAR | Paccar Inc | Stock-Industrials | 6.40% | -0.10% | -0.06% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.99% | +0.43% | -1.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.76% | -0.40% | -1.87% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.20% | -0.20% | -1.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.36% | -3.80% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | -0.47% | -6.94% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | +0.39% | -3.06% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.89% | -0.45% | -7.95% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.64% | -0.17% | -2.11% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.02% | -6.14% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.13% | +9.74% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.11% | -6.99% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.82% | +0.02% | +5.25% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.65% | +0.05% | +5.67% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | -0.27% | -4.06% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.48% | -0.15% | -16.89% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.44% | -0.15% | -5.42% | |
| 19 | PNC | Pnc Financial Services Group | Stock-Financials | 1.29% | -0.07% | -14.72% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.25% | -0.53% | +1.67% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.23% | +17.95% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.25% | -10.46% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.18% | +129.41% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.18% | -0.15% | -10.55% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.06% | -0.05% | -12.46% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.15% | -10.18% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.02% | -0.06% | -10.20% | |
| 28 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.98% | -0.25% | -12.61% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | +0.77% | +253.64% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.96% | -0.07% | -0.49% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.94% | -0.08% | -9.74% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.90% | -0.25% | -16.04% | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.89% | -0.22% | -14.70% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.25% | -10.31% | |
| 35 | RSG | Republic Services Inc | Stock-Industrials | 0.82% | -0.11% | -8.51% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.82% | -0.08% | -16.48% | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.74% | -0.21% | -27.05% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.16% | +19.97% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.21% | +2630.61% | |
| 40 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.65% | -0.12% | +2.55% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +0.61% | -0.88% | |
| 42 | NI | Nisource Inc | Stock-Utilities | 0.61% | -0.10% | -11.59% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.12% | -8.76% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | +0.32% | +178.13% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.52% | -0.05% | -13.98% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.50% | -0.06% | -3.68% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | +0.17% | +7.15% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.49% | +0.01% | +7.07% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.46% | -0.08% | -9.63% | |
| 50 | GE | General Electric | Stock-Industrials | 0.46% | +0.10% | +10.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAE | Dimensional Emerging Core Eq | +0.8% | +3.21% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.7% | +253.64% | Add |
| 3 | NFLX | Netflix Inc | +0.7% | +2630.61% | Add |
| 4 | PCAR | Paccar Inc | +0.6% | -0.06% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.6% | +129.41% | Add |
| 6 | DFIV | Dimensional International Va | +0.4% | -1.37% | Trim |
| 7 | VO | Vanguard Mid-cap ETF | +0.4% | +178.13% | Add |
| 8 | DFAS | Dimensional US Small Cap ETF | +0.4% | -1.19% | Trim |
| 9 | COST | Costco Wholesale CORP | +0.2% | -4.06% | Trim |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -10.31% | Trim |
| 11 | IWM | Ishares Russell 2000 ETF | +0.2% | +575.47% | Add |
| 12 | GLW | Corning Inc | +0.2% | -0.26% | Trim |
| 13 | VLO | Valero Energy CORP | +0.1% | -13.98% | Trim |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +5.25% | Add |
| 15 | COP | Conocophillips | +0.1% | -6.97% | Trim |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +48.89% | Add |
| 17 | DE | Deere & Co | +0.1% | -12.46% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.74% | Add |
| 19 | PG | Procter & Gamble Co/the | +0.1% | -2.11% | Trim |
| 20 | STZ | Constellation Brands Inc-a | +0.1% | +2.55% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +17.95% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -10.55% | Trim |
| 23 | BKR | Baker Hughes Co | +0.1% | -5.47% | Trim |
| 24 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +21.10% | Add |
| 25 | LIN | Linde plc | +0.1% | -3.68% | Trim |
| 26 | LHX | L3harris Technologies Inc | +0.1% | -12.61% | Trim |
| 27 | CVX | Chevron CORP | +0.1% | -1.19% | Trim |
| 28 | EEM | Ishares Msci Emerging Market | +0.1% | +7.15% | Add |
| 29 | ECG | Everus Construction Group | +0.1% | — | Unchanged |
| 30 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +5.67% | Add |
| 31 | JNJ | Johnson & Johnson | +0.1% | -2.53% | Trim |
| 32 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -0.49% | Trim |
| 33 | VTIP | Vanguard Short-term Tips | 0% | +31.13% | Add |
| 34 | DJP | Ipath Bloomberg Commodity In | 0% | -4.76% | Trim |
| 35 | DLR | Digital Realty Trust Inc | 0% | -9.63% | Trim |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.44% | Add |
| 37 | DUK | Duke Energy CORP | 0% | -8.76% | Trim |
| 38 | MO | Altria Group Inc | 0% | +4.14% | Add |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +48.52% | Add |
| 40 | KNF | Knife River CORP | 0% | — | Unchanged |
| 41 | NI | Nisource Inc | 0% | -11.59% | Trim |
| 42 | GE | General Electric | 0% | +10.06% | Add |
| 43 | TT | Trane Technologies plc | 0% | +72.53% | Add |
| 44 | UNH | Unitedhealth Group Inc | 0% | +19.97% | Add |
| 45 | IGF | Ishares Global Infrastructur | 0% | -0.49% | Trim |
| 46 | WMT | Walmart Inc | 0% | -0.67% | Trim |
| 47 | IWN | Ishares Russell 2000 Value E | 0% | -0.13% | Trim |
| 48 | PM | Philip Morris International | 0% | -0.41% | Trim |
| 49 | VXUS | Vanguard Total Intl Stock | 0% | -0.39% | Trim |
| 50 | MCD | Mcdonald's CORP | 0% | +11.54% | Add |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 207 disclosed positions in Q1 2026.
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 New Position Initiated
MCO
市值: $4.0M
Top Position Liquidated / Trimmed
MBB
前期市值: $2.4M
During Q1 2026, Washington Trust Bank's top holdings by market value included DFAE (6.5%)、PCAR (6.4%)、DFAS (6.0%). The largest single position, DFAE, represented 6.5% of total portfolio value.
In Q1 2026, Washington Trust Bank made 171 total portfolio adjustments, initiating 18 new buys, adding to 41 positions, trimming 104 holdings, and fully liquidating 8 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.
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