Principle Wealth Partners LLC
Position in WASH — Washington Trust Bancorp Inc
CIK 1743413
MADISON, CT
Position in WASH
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$384,589
+$44,942 QoQ
Shares Held
11,494
0.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Principle Wealth Partners LLC holds $12,418,683 across 7 Banks - Regional names. WASH ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
23,716 | $4,935,062 | |
| 2 | TFC |
Truist Financial Corp
|
65,809 | $3,025,239 | |
| 3 | USB |
US Bancorp \De\
|
34,218 | $1,779,678 | |
| 4 | MTB |
M&T Bank Corp
|
6,082 | $1,257,271 | |
| 5 | FULT |
Fulton Financial Corp
|
41,096 | $835,892 | |
| 6 | WASH |
Washington Trust Bancorp Inc
This page
|
11,494 | $384,589 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,326 | $200,952 |
All Filings in WASH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,589 | 11,494 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $339,647 | 11,494 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $332,176 | 11,494 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $326,181 | 11,534 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $355,939 | 11,534 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $361,590 | 11,534 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $371,510 | 11,534 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,146 | 11,534 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $328,312 | 12,214 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $395,489 | 12,214 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $321,594 | 12,214 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $327,457 | 12,214 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $412,904 | 11,913 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $562,055 | 11,913 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $553,716 | 11,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $576,231 | 11,913 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $625,432 | 11,913 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $671,535 | 11,913 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $631,150 | 11,913 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $603,927 | 11,761 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $607,220 | 11,761 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $519,680 | 11,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $331,557 | 10,814 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $354,158 | 10,814 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $395,359 | 10,814 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||