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Washington Trust Ban shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Washington Trust Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Washington Trust Ban by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 41 29.15
2025-06-30 $8.9k 314 28.30
2025-03-31 $187 6 31.33
2024-12-31 $187 6 31.33

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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