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Washington Trust Ban shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Washington Trust Ban

Tip: Access up to 7 years of quarterly data

All positions including Washington Trust Ban held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Washington Trust Ban by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0k 200 25.00
2025-06-30 $2.0k 100 20.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Washington Trust Ban

BlackRock
FMR
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Franklin Resources
Geode Capital Management
Hotchkis and Wiley Capital Management
Manufacturers Life Insurance Company
Invesco
Drexel Morgan & Co.
Goldman Sachs Group
AQR Capital Management
Two Sigma Investments
Northern Trust

View all funds holding Washington Trust Ban