WASHINGTON TRUST Co
SEC Form 13F institutional filer · CIK 0001079736
13F-HR · 203 reported holdings · 2026-03-31
Trust company.
Reported long-US-equity value
$2.78B
Top-10 concentration
43.7%
WASHINGTON TRUST Co — $2.78B AUM allocation strategy
WASHINGTON TRUST Co files SEC Form 13F and reports $2.78B of long US equity value across 203 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.3%, followed by Financials 8.9% and Consumer Discretionary 5.8%.
The top 10 holdings account for 44% 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 Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.78B
total across 203 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +73.8K sh · +$7.5M+$SCHW +59.1K sh · +$1.6M+$XLF +51.2K sh · +$1.86M
Biggest trims (shares)
−$AES −173K sh · −$2.51M−$PYPL −21.9K sh · −$1.82M−$AVGO −19.4K sh · −$19.4M
Exited to nil (held last quarter, gone now)
$APO ($308K last qtr)$QQQJ ($291K last qtr)$FISV ($270K last qtr)$DGX ($226K last qtr)$TSLA ($218K last qtr)
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)
- Semiconductors7.2%—
- Interactive Media & Services5.7%—
- Technology Hardware, Storage & Peripherals5.0%—
- Broadline Retail3.1%—
- Systems Software2.7%—
- Financial Exchanges & Data2.6%—
- Diversified Banks2.4%—
- Transaction & Payment Processing Services2.3%—
- Other holdings69.0%—
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
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 541K | $137M | +3.67K | 4.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 400K | $115M | -5.37K | 4.1% |
| $AVGO | Broadcom Inc | 346K | $107M | -19.4K | 3.9% |
| $NVDA | NVIDIA Corporation | 532K | $92.8M | -13K | 3.3% |
| $AMZN | Amazon.com Inc | 405K | $84.3M | +143 | 3.0% |
| $MSFT | Microsoft Corporation | 202K | $74.8M | +2.33K | 2.7% |
…and 197 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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