Washington Trust Bank
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$1.4B
Holdings
206
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAE
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 4.98M shares)
6.5%
02
$PCAR
PACCAR INC
Q1 2026: Exited (was 1.6k shares)
6.4%
03
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.27M shares)
6.0%
04
$AAPL
APPLE INC
Q1 2026: Exited (was 431.8k shares)
4.8%
05
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.14M shares)
4.2%
06
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 262.2k shares)
4.1%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 623.0k shares)
3.8%
08
$IVV
ISHARES TR
Q1 2026: Exited (was 14.7k shares)
3.1%
09
$AVGO
BROADCOM INC
Q1 2026: Exited (was 270.0k shares)
2.9%
10
$PG
PROCTER & GAMBLE CO
Q1 2026: Exited (was 151.0k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:05 UTC.