Position in XYZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$58,900
+$17,978 QoQ
Shares Held
775
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#827
of 1,079 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $100,516,419 across 19 Software - Infrastructure names. XYZ ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
228,607 | $77,959,559 | |
| 2 | MSFT |
Microsoft Corp
|
51,895 | $19,357,872 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
93,672 | $1,843,464 | |
| 4 | ORCL |
Oracle Corp
|
3,807 | $557,915 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,815 | $445,095 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
600 | $78,858 | |
| 7 | XYZ |
Block, Inc.
This page
|
775 | $58,900 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
264 | $50,366 |
All Filings in XYZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,900 | 775 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $40,922 | 680 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $44,521 | 684 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $45,096 | 624 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $51,558 | 759 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $41,236 | 759 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $67,567 | 795 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $50,548 | 753 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $45,271 | 702 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $55,653 | 658 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $47,647 | 616 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $19,651 | 444 | Shares | Other | 2023-10-18 | |
| 2023-06-30 | $29,557 | 444 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $27,734 | 404 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $18,914 | 301 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $38,987 | 709 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $52,978 | 862 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $101,971 | 752 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $142,774 | 884 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||