13FBOX
WASHINGTON TR BANCORP INC · 13F Institutional Holdings
Options Calculator Rankings

WASHINGTON TR BANCORP INC

WASH
Institutions
176
Combined AUM (Q2 2026)
$517.7M
Combined Shares (Q2 2026)
14.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
103 · 22 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
67 · 28 Exit · ≈
⚖️ Net
+850,502
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$517.7M
Institutions
176
New Buys
22
Adds
81
Reduces
39
Exits
28
Unchanged
34
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#74$81.6M2.2M$82.2M2.5M-220,170-8.97%Reduce
FMR LLC
<0.01%<0.01%#67$36.5M1.0M$33.3M994,982+5,667+0.57%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#98$30.8M843,753$28.5M851,862-8,109-0.95%Reduce
FRANKLIN RESOURCES INC
0.01%<0.01%#43$30.7M841,065$21.9M655,867+185,198+28.24%Add
STATE STREET CORP
<0.01%<0.01%#84$28.3M774,736$19.3M577,408+197,328+34.17%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#48$27.4M751,965$23.2M693,201+58,764+8.48%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#76$19.0M520,133$16.3M487,843+32,290+6.62%Add
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#45$16.8M461,273$7.6M225,911+235,362+104.18%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#29$16.5M453,229$13.4M400,667+52,562+13.12%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.03%#20$11.7M319,513$10.3M306,763+12,750+4.16%Add
Drexel Morgan & Co.
1.53%1.48%#1$11.0M300,800$10.1M300,80000.00%Unchanged
FIRST HORIZON CORP
0.42%0.41%#5$10.8M296,225$9.9M296,22500.00%Unchanged
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#36$10.6M289,374$9.7M291,018-1,644-0.56%Reduce
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#49$10.3M282,349$3.2M96,940+185,409+191.26%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#83$10.1M276,500$8.8M264,331+12,169+4.60%Add
Invesco Ltd.
<0.01%<0.01%#94$9.2M251,517$7.7M230,447+21,070+9.14%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#118$8.0M220,439$5.8M172,391+48,048+27.87%Add
NORTHERN TRUST CORP
<0.01%<0.01%#85$7.2M196,582$5.8M174,419+22,163+12.71%Add
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
0.27%#6$6.7M183,998$00+183,998New Buy
MORGAN STANLEY
<0.01%<0.01%#122$6.4M175,961$4.5M155,045+20,916+13.49%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#95$6.4M174,098$5.6M168,518+5,580+3.31%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#91$5.8M158,679$5.2M154,511+4,168+2.70%Add
MILLENNIUM MANAGEMENT LLC
<0.01%#62$5.5M150,202$00+150,202New Buy
Bank of New York Mellon Corp
<0.01%<0.01%#80$5.5M149,824$4.9M145,805+4,019+2.76%Add
PRUDENTIAL FINANCIAL INC
0.01%0.01%#47$4.7M129,679$5.8M171,871-42,192-24.55%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#73$4.6M127,046$3.5M104,580+22,466+21.48%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#77$4.6M126,011$4.2M124,558+1,453+1.17%Add
Siena Capital Partners GP, LLC
1.06%1.04%#2$4.4M120,049$4.0M120,04900.00%Unchanged
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.08%0.07%#10$4.3M118,331$3.4M102,628+15,703+15.30%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#130$4.3M118,215$3.5M103,355+14,860+14.38%Add
Crestwood Advisors Group, LLC
0.05%0.05%#15$3.4M94,221$3.2M94,22100.00%Unchanged
Trexquant Investment LP
0.02%0.03%#26$3.2M87,938$4.0M120,138-32,200-26.80%Reduce
Empowered Funds, LLC
0.02%0.01%#27$3.0M83,331$2.2M67,628+15,703+23.22%Add
Creative Planning
<0.01%<0.01%#71$2.5M69,124$1.9M57,660+11,464+19.88%Add
LSV ASSET MANAGEMENT
<0.01%#50$2.5M67,597$00+67,597New Buy
SG Americas Securities, LLC
<0.01%<0.01%#75$2.3M63,370$1.8M54,945+8,425+15.33%Add
State of New Jersey Common Pension Fund D
0.01%0.01%#37$2.3M62,671$2.7M79,644-16,973-21.31%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#58$2.3M62,508$1.4M42,672+19,836+46.48%Add
TUDOR INVESTMENT CORP ET AL
<0.01%<0.01%#56$2.1M57,274$368,86311,024+46,250+419.54%Add
UBS Group AG
<0.01%<0.01%#134$1.9M53,072$992,15629,652+23,420+78.98%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#120$1.9M52,760$1.8M53,788-1,028-1.91%Reduce
Linden Thomas Advisory Services, LLC
0.15%0.12%#8$1.8M50,414$1.2M36,169+14,245+39.38%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#102$1.8M53,440$2.1M72,043-18,603-25.82%Reduce
BRADLEY FOSTER & SARGENT INC/CT
0.02%0.03%#23$1.7M47,714$1.7M49,598-1,884-3.80%Reduce
Nuveen, LLC
<0.01%<0.01%#114$1.7M46,028$2.5M73,987-27,959-37.79%Reduce
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#81$1.6M43,600$1.3M37,826+5,774+15.26%Add
BARCLAYS PLC
<0.01%<0.01%#127$1.5M42,449$1.5M43,675-1,226-2.81%Reduce
Swiss National Bank
<0.01%<0.01%#93$1.4M38,200$1.2M37,300+900+2.41%Add
IEQ CAPITAL, LLC
0.01%<0.01%#44$1.3M36,836$818,81024,471+12,365+50.53%Add
Teton Advisors, LLC
0.7%0.78%#3$1.2M33,280$1.1M33,28000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow