Washington Trust Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
700
Total value ($000)
$1,399,586
Net value change ($000)
+52,497 (3.9%)
New positions
51
Sold out positions
75
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
META 10,931 28.6%
AAPL 10,058 13.1%
AXSM 8,063 18751.2%
IQV 7,869 33.7%
MSFT 6,984 36.1%
PANW 6,447 8.3%
VEEV 5,394 61.0%
NVDA 5,199 13.8%
TEM 4,748 91.9%
ZBRA 4,748 42.4%
Top Reduces (Value $000, Stocks/ETFs)
PWR -12,550 -12.3%
BEPC -3,436 -25.6%
SPHR -3,258 -24.2%
BKNG -2,746 -8.6%
GOOGL -2,703 -3.9%
GOOGL -2,656 -5.0%
DUHP -2,556 -100.0%
NKE -2,430 -98.7%
AMT -1,805 -21.7%
ALGN -1,779 -94.1%
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