Washington Trust Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
3/31/2026
Date filed
4/6/2026
Form type
13F-HR
Num holdings
684
Total value ($000)
$1,236,771
Net value change ($000)
-72,039 (-5.5%)
New positions
119
Sold out positions
20
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
PWR 15,022 21.0%
SPGI 9,032 1723.7%
DE 5,029 16.3%
XOM 3,934 40.7%
WAT 3,881 NEW
TEM 2,705 NEW
JNJ 1,716 18.1%
ARWR 1,549 4302.8%
KMI 1,094 20.0%
WMT 1,044 11.2%
Top Reduces (Value $000, Stocks/ETFs)
BKNG -9,177 -22.4%
IQV -7,743 -26.1%
V -7,594 -15.6%
META -7,492 -15.4%
GOOGL -7,385 -11.0%
AAPL -6,959 -8.9%
PANW -5,736 -12.8%
AMZN -5,481 -11.3%
GOOGL -5,209 -10.4%
SPY -4,979 -52.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type