Crestwood Advisors Group, LLC WASH — WASHINGTON TR BANCORP INC COM

Ownership history in Crestwood Advisors Group, LLC  ·  10 quarters on record

AI Ownership Summary

Crestwood Advisors Group, LLC reported WASHINGTON TR BANCORP INC COM (WASH) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows WASH at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crestwood Advisors Group, LLC's position in WASHINGTON TR BANCORP INC COM, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

WASH stock page Crestwood Advisors Group, LLC fund profile Crestwood Advisors Group, LLC full holdings
How Crestwood Advisors Group, LLC held WASH — position size vs. price
% of Fund (quarterly)    WASH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 94,221 -2,939 -3.0% 0.05% $2.8M 2026-02-14 (Est.) $35.30
2025 Q3 UNCHANGED — — — 97,160 — 0% 0.05% $2.8M 2025-11-07 $27.16
2025 Q2 ADDED — — — 97,160 +2,019 +2.1% 0.05% $2.7M 2025-08-05 $25.62
2025 Q1 UNCHANGED — — — 95,141 — 0% 0.06% $2.9M 2025-05-05 $26.22
2024 Q4 REDUCED — — — 95,141 -262 -0.3% 0.06% $3.0M 2025-02-04 $30.43
2024 Q3 UNCHANGED — — — 95,403 — 0% 0.06% $3.1M 2024-10-30 $31.53
2024 Q2 UNCHANGED — — — 95,403 — 0% 0.05% $2.6M 2024-08-01 $26.68
2024 Q1 UNCHANGED — — — 95,403 — 0% 0.06% $2.6M 2024-05-08 $23.00
2023 Q4 UNCHANGED — — — 95,403 — 0% 0.07% $3.1M 2024-01-29 $25.61
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WASH

As of 2026 Q1 — sorted by position size

BROWN, LISLE/CUMMINGS, INC. 0.39% Linden Thomas Advisory Services, LLC 3Y 0.12% Barry Investment Advisors, LLC 3Y 7Y 0.04% Coastline Trust Co 3Y 7Y 0.04% ROCKLAND TRUST CO 3Y 7Y 0.03% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.03% Essex Financial Services, Inc. 3Y 7Y 0.01% Canton Hathaway, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0%

FAQ About Crestwood Advisors Group, LLC and WASH

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

How long has Crestwood Advisors Group, LLC reported owning WASH?

Crestwood Advisors Group, LLC reported WASH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WASH position in Crestwood Advisors Group, LLC's portfolio?

The largest reported portfolio weight for WASH was 0.07% in 2023 Q4.

What is the latest reported WASH position on this page?

The most recent filing on this page is 2025 Q4, when Crestwood Advisors Group, LLC reported 94,221 shares, equal to 0.05% of portfolio, with an estimated market value of $2.8M.

What does the chart on this WASH ownership page compare?

The chart compares Crestwood Advisors Group, LLC'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.

How well did Crestwood Advisors Group, LLC time their WASH position?

Based on 13F filing dates vs. subsequent WASH price moves, Crestwood Advisors Group, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on WASH relative to SPY over the holding period was +3.3%.

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