Position in WASH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$199,983
+$15,953 QoQ
Shares Held
5,482
-0.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#119
of 176 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026BARRETT & COMPANY, INC. holds $4,836,246 across 9 Banks - Regional names. WASH ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,029 | $2,148,992 | |
| 2 | NEWT |
NewtekOne, Inc.
|
129,618 | $1,919,642 | |
| 3 | EBC |
Eastern Bankshares, Inc.
|
13,545 | $301,240 | |
| 4 | NBBK |
NB Bancorp, Inc.
|
10,000 | $211,300 | |
| 5 | WASH |
Washington Trust Bancorp Inc
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|
5,482 | $199,983 | |
| 6 | USB |
US Bancorp De
|
300 | $18,120 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
218 | $15,275 | |
| 8 | 150 | $11,463 |
All Filings in WASH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,983 | 5,482 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $184,030 | 5,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,803 | 3,682 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $163,689 | 5,664 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $159,668 | 5,646 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $158,250 | 5,128 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $151,796 | 4,842 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $151,193 | 4,694 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $107,090 | 3,907 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $107,385 | 3,995 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $130,426 | 4,028 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $105,583 | 4,010 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $78,097 | 2,913 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $100,825 | 2,909 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $113,515 | 2,406 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $111,830 | 2,406 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||