Q3 2026 13F · SEC CIK 1900099
Washington Trust Advisors, Inc.
Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.4B
- Reported positions
- 700
- Top holdings a year, 3 yrs
- +19.9%
- Assets under management
- $2.4B
Washington Trust Advisors, Inc. is a wealth manager that reported 700 positions worth $1.4B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Quanta Svcs Inc (PWR, 6.4%), Apple Inc (AAPL, 6.2%), Palo Alto Networks Inc (PANW, 6.0%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.
Washington Trust Advisors, Inc. holdings largest 50 of 700 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Washington Trust Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- ISRG Intuitive Surgical Inc+35.0% shares
- VOO Vanguard Index Fds+10.3% shares
Reduced
- AMT American Tower Corp-21.8% shares
- PANW Palo Alto Networks Inc-7.1% shares
- REGN Regeneron Pharmaceuticals-6.8% shares
Left the top 50
- INVH Invitation Homes Incwas 0.5%
- KMI Kinder Morgan Inc Delwas 0.5%
- SPY State Str Spdr S&p 500 ETF Twas 0.4%
- IBM International Business Machswas 0.4%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +24.1% /yr
- S&P 500 +20.1%
- 3 years
- +19.9% /yr
- S&P 500 +20.4%
- 5 years
- +13.8% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $1.4B | 700 |
| Q2 2026 | $1.3B | 724 |
| Q1 2026 | $1.2B | 684 |
| Q4 2025 | $1.3B | 585 |
| Q3 2025 | $1.3B | 688 |
| Q2 2025 | $1.2B | 634 |
| Q1 2025 | $1.1B | 639 |
| Q4 2024 | $1.2B | 646 |
| Q3 2024 | $1.2B | 661 |
| Q2 2024 | $1.1B | 659 |
| Q1 2024 | $1.1B | 659 |
| Q4 2023 | $1.0B | 665 |
Questions about Washington Trust Advisors, Inc.'s portfolio
What stocks does Washington Trust Advisors, Inc. own?
Washington Trust Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 700 positions worth $1.4B. The largest are Quanta Svcs Inc (PWR) at 6.4%, Apple Inc (AAPL) at 6.2%, Palo Alto Networks Inc (PANW) at 6.0%, Alphabet Inc (GOOG) at 4.8% and Alphabet Inc (GOOGL) at 3.6%.
What did Washington Trust Advisors, Inc. buy last quarter?
In Q3 2026, Washington Trust Advisors, Inc. added Intuitive Surgical Inc (ISRG) (+35.0% shares) and Vanguard Index Fds (VOO) (+10.3% shares), compared with its Q2 2026 filing.
What did Washington Trust Advisors, Inc. sell last quarter?
In Q3 2026, Washington Trust Advisors, Inc. cut from its top 50 Invitation Homes Inc (INVH), cut from its top 50 Kinder Morgan Inc Del (KMI), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 International Business Machs (IBM), American Tower Corp (AMT) (-21.8% shares), Palo Alto Networks Inc (PANW) (-7.1% shares) and Regeneron Pharmaceuticals (REGN) (-6.8% shares), compared with its Q2 2026 filing.
How has Washington Trust Advisors, Inc.'s portfolio performed?
A portfolio copying Washington Trust Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.1% against +20.1%. Over 5 years: +13.8% a year against +13.0%.
When is Washington Trust Advisors, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Washington Trust Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Washington Trust Advisors, Inc. manage?
Washington Trust Advisors, Inc. reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.