Washington Trust Ban shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Washington Trust Ban
Tip: Access up to 7 years of quarterly data
All positions including Washington Trust Ban held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Washington Trust Ban by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $443k | 16k | 28.28 |
| 2025-03-31 | $487k | 16k | 30.86 |
| 2024-12-31 | $250k | 8.0k | 31.35 |
| 2024-09-30 | $257k | 8.0k | 32.21 |
| 2024-06-30 | $219k | 8.0k | 27.41 |
| 2024-03-31 | $215k | 8.0k | 26.88 |
| 2023-12-31 | $259k | 8.0k | 32.38 |
| 2023-06-30 | $214k | 308k | 0.69 |