WASH β€” BANCORP COM

Ownership history in Drexel Morgan & Co.  Β·  37 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported BANCORP COM (WASH) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q4. The latest visible filing shows WASH at 1.39% 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 Drexel Morgan & Co.'s position in BANCORP 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 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% 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
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.

How Drexel Morgan & Co. held WASH β€” position size vs. price
% of Fund (quarterly)    WASH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 300,800 +50,000 +19.9% 1.39% $8.9M 2026-02-14 (Est.) $35.30
2025 Q3 ADDED 250,800 +13,877 +5.9% 1.14% $7.2M 2025-11-12 $27.03
2025 Q2 ADDED 236,923 +70,000 +41.9% 1.19% $6.7M 2025-08-12 $27.38
2025 Q1 UNCHANGED 166,923 β€” 0% 1.08% $5.2M 2025-05-08 $26.51
2024 Q4 UNCHANGED 166,923 β€” 0% 1.08% $5.2M 2025-02-11 $30.39
2024 Q3 REDUCED 166,923 -200 -0.1% 1.00% $5.4M 2024-10-28 $31.66
2024 Q2 UNCHANGED 167,123 β€” 0% 0.98% $4.6M 2024-08-12 $24.93
2024 Q1 UNCHANGED 167,123 β€” 0% 0.92% $4.5M 2024-04-30 $21.91
2023 Q4 ADDED 167,123 +31,000 +22.8% 1.25% $5.4M 2024-02-08 $21.62
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WASH

As of 2026 Q1 β€” sorted by position size

Coastline Trust Co 3Y 7Y 0.04%

FAQ About Drexel Morgan & Co. and WASH

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

How long has Drexel Morgan & Co. reported owning WASH?

Drexel Morgan & Co. reported WASH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WASH position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for WASH was 1.39% in 2025 Q4.

What is the latest reported WASH position on this page?

The most recent filing on this page is 2025 Q4, when Drexel Morgan & Co. reported 300,800 shares, equal to 1.39% of portfolio, with an estimated market value of $8.9M.

What does the chart on this WASH ownership page compare?

The chart compares Drexel Morgan & Co.'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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