Washington Trust Advisors, Inc.
CIK 0001900099 · WELLESLEY, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.35B
2026 Q2
Positions
724
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PWR
Quanta Services
7.6%
PANW
Palo Alto Networks
5.8%
AAPL
Apple
5.7%
GOOG
Alphabet Cl C
5.2%
GOOGL
Alphabet Cl A
4.0%
AMZN
Amazon
3.5%
V
Visa
3.3%
META
Meta Platforms
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.