Cornerstone Planning Group »

Washington Trust Ban shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Washington Trust Ban

Tip: Access up to 7 years of quarterly data

All positions including Washington Trust Ban held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Washington Trust Ban by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $690 26 26.58

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Washington Trust Ban

BlackRock
FMR
Vanguard Group
Dimensional Fund Advisors
Washington Trust Company
Geode Capital Management
ProShare Advisors
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
American Century Companies
Third Avenue Management
Drexel Morgan & Co.
Northern Trust
Morgan Stanley
Bank of New York Mellon

View all funds holding Washington Trust Ban