Washington Trust Ban shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Washington Trust Ban
Tip: Access up to 7 years of quarterly data
All positions including Washington Trust Ban held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Washington Trust Ban by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 9.4k | 28.90 |
| 2025-06-30 | $282k | 10k | 28.28 |
| 2025-03-31 | $314k | 10k | 30.86 |
| 2024-12-31 | $293k | 9.3k | 31.35 |
| 2024-09-30 | $292k | 9.1k | 32.21 |
| 2024-06-30 | $220k | 8.0k | 27.41 |
| 2024-03-31 | $208k | 7.7k | 26.88 |
| 2023-12-31 | $237k | 7.3k | 32.38 |
| 2023-09-30 | $512k | 20k | 26.33 |
| 2023-06-30 | $538k | 20k | 26.81 |
| 2023-03-31 | $775k | 22k | 34.66 |
| 2022-12-31 | $1.1M | 24k | 47.18 |
| 2022-09-30 | $1.1M | 23k | 46.46 |
| 2022-06-30 | $1.1M | 23k | 48.38 |
| 2022-03-31 | $1.2M | 22k | 52.43 |
| 2021-12-31 | $1.3M | 22k | 56.21 |
| 2021-09-30 | $1.1M | 22k | 52.93 |
| 2021-06-30 | $1.1M | 21k | 51.36 |
| 2021-03-31 | $1.1M | 21k | 51.62 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners