Top 50 Washington Trust Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | 7.07% | 2.52M | $101.1M | -3.53%(-91.92K) | $30.39(+28.15%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.42% | 1.12M | $91.9M | -2.23%(-25.48K) | $63.11(+32.50%) | 2026-06-30 | |
| PCAR | PACCAR INC | 6.3% | 750.8K | $90.2M | +0.00%(+0) | $44.06(+200.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.36% | 215.6K | $62.4M | -15.18%(-38.57K) | $103.29(+196.89%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4% | 1.06M | $57.2M | -1.80%(-19.37K) | $42.43(+36.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.78% | 145.0K | $54.1M | -4.28%(-6.48K) | $200.31(+151.00%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.53% | 67.5K | $50.5M | +3.57%(+2.33K) | $181.31(+328.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.35% | 239.6K | $47.9M | -19.26%(-57.15K) | $75.69(+191.28%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.47% | 240.8K | $35.3M | -2.74%(-6.79K) | $121.62(+19.34%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.44% | 92.4K | $34.9M | -27.05%(-34.27K) | $171.04(+145.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.80% | +59.33% | +9.48% | +57.27% |
| Top 20 Holdings Unweighted | +17.90% | +63.88% | +9.70% | +58.87% |
Washington Trust Bank reports $1.43B in US-listed equity holdings across 206 positions in its most recent 13F filing. Its largest disclosed positions are DFAE (7.1%), DFAS (6.4%) and PCAR (6.3%). The top 20 holdings account for 60.54% of reported assets. Its disclosed equity book has returned +59.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Washington Trust Bankโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 861787). View Washington Trust Bankโs 13F filings on SEC