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Washington Trust Ban shares owned by UMA Financial Services

Quarter-by-quarter ownership of Washington Trust Ban (WASH) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Washington Trust Ban

Tip: Access up to 7 years of quarterly data

All positions including Washington Trust Ban held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Washington Trust Ban by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4k 83 28.90
2025-06-30 $1.9k 67 28.28

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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