WASHINGTON TRUST BANK

Q2 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
6/30/2025
Date filed
8/6/2025
Form type
13F-HR
Num holdings
198
Total value ($000)
$1,187,339
Net value change ($000)
—
New positions
197
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PCAR 72,204 —
MSFT 71,787 —
AAPL 56,232 —
NVDA 53,510 —
DFAS 50,205 —
PG 40,455 —
IVV 39,448 —
AVGO 37,521 —
DFIV 30,123 —
JPM 28,898 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type