Skip to main content
Livermore
Livermore
ZHEN

Washington Trust Bank

SEC CIK
0000861787
Latest filing
Aug 5, 2026

The latest 13F from Washington Trust Bank covers Q2 2026 (filed Aug 5, 2026): 206 long positions worth $1.43B. The top 10 holdings make up 43.7% of the portfolio, and the largest is Dimensional Emerging Core Equity Market ETF at 7.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$3.27M
Added
38
Est. +$63.1M
Reduced
112
Est. −$121.7M
Sold out
12
Est. −$3.46M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional Emerging Core Equity Market ETF25434V302
    7.1%$101.1M
  2. Dimensional U.S. Small Cap ETF25434V500
    6.4%$91.9M
  3. PCARPaccar Inc
    6.3%$90.2MHistory
  4. AAPLApple Inc.
    4.4%$62.4MHistory
  5. Dimensional ETF Trust25434V807
    4.0%$57.2M

Share of portfolio

Top 5 holdings and the other 201 positions, by share of portfolio value

  1. Dimensional Emerging Core Equity Market ETF7.1%
  2. Dimensional U.S. Small Cap ETF6.4%
  3. PCAR6.3%
  4. AAPL4.4%
  5. Dimensional ETF Trust4.0%
  6. Other 201 positions71.9%

Biggest buys

New and added positions, by estimated amount bought

  1. AMDAdvanced Micro Devices Inc
    +$13.4MAddedHistory
  2. iShares MSCI Eafe ETF464287465
    +$10.7MAdded
  3. LRCXLam Research Corp
    +$7.35MAddedHistory
  4. ADIAnalog Devices Inc
    +$6.94MAddedHistory
  5. Vanguard Morningstar Mid-Cap ETF922908629
    +$4.00MAddedConverted for a 4-for-1 split

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +1.11 pp0.1% → 1.2%History
  2. iShares MSCI Eafe ETF464287465
    +0.76 pp1.0% → 1.7%
  3. LRCXLam Research Corp
    +0.53 pp<0.1% → 0.5%History
  4. ADIAnalog Devices Inc
    +0.50 pp0.1% → 0.6%History
  5. iShares Core S&P 500 ETF464287200
    +0.39 pp3.1% → 3.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AVGOBroadcom Inc.
    −$12.9MReducedHistory
  2. NVDANVIDIA Corp
    −$11.4MReducedHistory
  3. AAPLApple Inc.
    −$11.2MReducedHistory
  4. GSGoldman Sachs Group Inc
    −$5.01MReducedHistory
  5. Dimensional Emerging Core Equity Market ETF25434V302
    −$3.70MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PLTRPalantir Technologies Inc.
    −0.53 pp1.2% → 0.7%History
  2. NVDANVIDIA Corp
    −0.47 pp3.8% → 3.4%History
  3. AVGOBroadcom Inc.
    −0.45 pp2.9% → 2.4%History
  4. AAPLApple Inc.
    −0.40 pp4.8% → 4.4%History
  5. MSFTMicrosoft Corp
    −0.36 pp4.1% → 3.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.43B
+$75.2M (+5.5%) vs. prior quarter
Positions
206
−1 vs. prior quarter
Top 10 concentration
43.7%
Top 10 as share of value
Turnover
4.8%
Q2 2026, one quarter
Average holding period
17.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.43B (Q2 2026)

Q1 2021: $811.7MQ2 2021: $844.0MQ3 2021: $856.1MQ4 2021: $1.03BQ1 2022: $864.5MQ2 2022: $778.7MQ3 2022: $786.6MQ4 2022: $881.8MQ1 2023: $934.8MQ2 2023: $979.6MQ3 2023: $957.3MQ4 2023: $1.13BQ1 2024: $1.05BQ2 2024: $1.01BQ3 2024: $1.04BQ4 2024: $1.04BQ1 2025: $998.3MQ2 2025: $1.19BQ3 2025: $1.36BQ4 2025: $1.43BQ1 2026: $1.36BQ2 2026: $1.43B
Q1 2021Q2 2026
13F filings of Washington Trust Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026206$1.43BDimensional Emerging Core Equity Market ETFDimensional U.S. Small Cap ETFPCARvs. Q1 2026SEC
Q1 2026May 7, 2026207$1.36BDimensional Emerging Core Equity Market ETFPCARDimensional U.S. Small Cap ETFvs. Q4 2025SEC
Q4 2025Feb 4, 2026197$1.43BDimensional Emerging Core Equity Market ETFPCARDimensional U.S. Small Cap ETFvs. Q3 2025SEC
Q3 2025Oct 24, 2025199$1.36BMSFTDimensional U.S. Small Cap ETFDimensional Emerging Core Equity Market ETFvs. Q2 2025SEC
Q2 2025Aug 6, 2025198$1.19BPCARMSFTAAPLvs. Q1 2025SEC
Q1 2025Apr 30, 2025202$998.3MPCARPGMSFTvs. Q4 2024SEC
Q4 2024Feb 11, 2025210$1.04BPCARMSFTAAPLvs. Q3 2024SEC
Q3 2024Oct 31, 2024218$1.04BPCARMSFTPGvs. Q2 2024SEC
Q2 2024Jul 29, 2024204$1.01BPCARMSFTPGvs. Q1 2024SEC
Q1 2024May 14, 2024223$1.05BPCARMSFTPGvs. Q4 2023SEC
Q4 2023Feb 14, 2024221$1.13BiShares TrPCARMSFTvs. Q3 2023SEC
Q3 2023Nov 6, 2023213$957.3MiShares TrPCARMSFTvs. Q2 2023SEC
Q2 2023Aug 10, 2023217$979.6MiShares TrPCARMSFTvs. Q1 2023SEC
Q1 2023May 15, 2023218$934.8MiShares TrPCARPGvs. Q4 2022SEC
Q4 2022Feb 6, 2023221$881.8MiShares TrPCARPGvs. Q3 2022SEC
Q3 2022Nov 16, 2022214$786.6MPCARiShares TrPGvs. Q2 2022SEC
Q2 2022Aug 4, 2022213$778.7MPCARMSFTAAPLvs. Q1 2022SEC
Q1 2022May 13, 2022232$864.5MPCARMSFTAAPLvs. Q4 2021SEC
Q4 2021Feb 9, 2022234$1.03BPCARMSFTAAPLvs. Q3 2021SEC
Q3 2021Oct 27, 2021208$856.1MPCARMSFTAAPLvs. Q2 2021SEC
Q2 2021Jul 28, 2021186$844.0MPCARMSFTAAPLvs. Q1 2021SEC
Q1 2021Apr 22, 2021187$811.7MPCARMSFTAAPL–SEC