Washington Trust Bank
SEC Form 13F institutional filer · CIK 0000861787
13F-HR · 139 reported holdings · 2026-03-31
Washington Trust Bank is a bank and trust company.
Reported long-US-equity value
$1.03B
Top-10 concentration
47.3%
Washington Trust Bank — $1.03B AUM allocation strategy
Washington Trust Bank files SEC Form 13F and reports $1.03B of long US equity value across 139 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.2%, followed by Industrials 8.4% and Financials 8.0%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Washington Trust Bank — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.03B
total across 139 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +90.5K sh · +$8.71M+$IWM +16.7K sh · +$1.95M+$LLY +9.89K sh · +$7.91M
Biggest trims (shares)
−$CMCSA −364K sh · −$10.9M−$IYY −38.1K sh · −$3.64M−$ELV −32.2K sh · −$11.4M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.8%—
- Construction Machinery & Heavy Transportation Equipment8.4%—
- Technology Hardware, Storage & Peripherals6.3%—
- Systems Software5.4%—
- Interactive Media & Services4.2%—
- Diversified Banks4.2%—
- Personal Care Products3.5%—
- Broadline Retail3.2%—
- Other holdings56.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PCAR | PACCAR Inc | 751K | $86.7M | -442 | 8.4% |
| $AAPL | Apple Inc | 254K | $64.5M | -4.85K | 6.3% |
| $MSFT | Microsoft Corporation | 152K | $56.1M | -5.98K | 5.4% |
| $NVDA | NVIDIA Corporation | 297K | $51.8M | -22.1K | 5.0% |
| $AVGO | Broadcom Inc | 127K | $39.2M | -10.9K | 3.8% |
| $PG | Procter & Gamble Company | 248K | $35.8M | -5.34K | 3.5% |
| $AMZN | Amazon.com Inc | 158K | $33M | -10.4K | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 92.4K | $26.6M | +8.2K | 2.6% |
…and 131 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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