Washington Trust Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
724
Total value ($000)
$1,347,089
Net value change ($000)
+110,318 (8.9%)
New positions
95
Sold out positions
55
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PANW 38,925 99.7%
PWR 15,025 17.3%
Exxon Mobil 10,698 NEW
GOOGL 10,434 17.5%
GOOGL 8,660 19.3%
NVDA 6,636 21.3%
AAPL 5,730 8.0%
MDLN 5,371 NEW
SNOW 5,077 56.1%
AMZN 3,966 9.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -13,608 -100.0%
REGN -4,928 -22.2%
RMD -4,342 -16.1%
NKE -3,796 -60.7%
PEN -3,714 -60.5%
WMT -3,122 -30.2%
META -2,852 -6.9%
PEP -2,608 -14.2%
CHWY -2,371 -31.7%
BEPC -2,200 -14.1%
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