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Bill Ramey

Washington Trust Bank

Assets Managed
$1.356B
Holdings
207
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-5.02%(2Q avg: -0.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Washington Trust Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Washington Trust Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.356B in assets, with a quarterly growth rate of -5.02% and a 2-quarter average growth rate of -0.2%. The portfolio is managed by Bill Ramey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 3.21%
6.52%
$88.272M
2.607M shares@ $33.87 avg price
PCAR
Paccar Inc
Recent Activity
Decreased -0.05%
6.4%
$86.714M
750,768 shares@ $115.51 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -1.19%
5.99%
$81.174M
1.141M shares@ $71.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.87%
4.76%
$64.497M
254,134 shares@ $253.8 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.36%
4.2%
$56.891M
1.078M shares@ $52.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.79%
4.14%
$56.082M
151,504 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.93%
3.82%
$51.753M
296,748 shares@ $174.4 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.06%
3.14%
$42.564M
65,161 shares@ $653.22 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -7.94%
2.9%
$39.212M
126,691 shares@ $309.52 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -2.11%
2.64%
$35.759M
247,573 shares@ $144.44 avg price

1-10 of 207