COLTON GROOME FINANCIAL ADVISORS, LLC
Position in WASH — Washington Trust Bancorp Inc
CIK 1780330
ASHEVILLE, NC
Position in WASH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$269,587
New position
Shares Held
7,390
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#7
of 28 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $3,604,514 across 7 Banks - Regional names. WASH ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,492 | $1,598,460 | |
| 2 | SFST |
Southern First Bancshares Inc
|
7,675 | $468,942 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
217 | $451,531 | |
| 4 | SSB |
SouthState Bank Corp
|
3,600 | $359,640 | |
| 5 | WASH |
Washington Trust Bancorp Inc
This page
|
7,390 | $269,587 | |
| 6 | PRK |
Park National Corp /Oh/
|
1,376 | $251,794 | |
| 7 | TFC |
Truist Financial Corp
|
4,106 | $204,560 |
All Filings in WASH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,587 | 7,390 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||