WASH β€” WASHINGTON TR BANCORP INC

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  7 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported WASHINGTON TR BANCORP INC (WASH) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.34% in 2025 Q4. The latest visible filing shows WASH at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in WASHINGTON TR BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WASH was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN, LISLE/CUMMINGS, INC. held WASH β€” position size vs. price
% of Fund (quarterly)    WASH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 46,478 +5,571 +13.6% 0.34% $1.4M 2026-02-14 (Est.) $35.30
2025 Q3 ADDED 40,907 +7,469 +22.3% 0.30% $1.2M 2025-10-10 $25.46
2025 Q2 ADDED 33,438 +2,839 +9.3% 0.25% $946K 2025-07-16 $27.24
2025 Q1 ADDED 30,599 +1,962 +6.9% 0.27% $944K 2025-04-22 $25.03
2024 Q4 ADDED 28,637 +1,256 +4.6% 0.27% $898K 2025-01-27 $29.98
2024 Q3 ADDED 27,381 +3,362 +14.0% 0.27% $882K 2024-10-18 $29.60
2024 Q2 INITIATED 24,019 β€” β€” 0.21% $658K 2024-07-17 $28.46

🏒 Other funds also holding WASH

As of 2026 Q1 β€” sorted by position size

Coastline Trust Co 3Y 7Y 0.04%

FAQ About BROWN, LISLE/CUMMINGS, INC. and WASH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning WASH?

BROWN, LISLE/CUMMINGS, INC. reported WASH across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WASH position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for WASH was 0.34% in 2025 Q4.

What is the latest reported WASH position on this page?

The most recent filing on this page is 2025 Q4, when BROWN, LISLE/CUMMINGS, INC. reported 46,478 shares, equal to 0.34% of portfolio, with an estimated market value of $1.4M.

What does the chart on this WASH ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly WASH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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