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Washington Trust Bank
Steve Scranton · Bank/Insurer · Multi-Strategy
Founded in 1902 and headquartered in Spokane, Washington Trust Bank is the oldest and largest privately held commercial bank in the Pacific Northwest. The institution provides a full suite of financial services, including personal and business banking, home loans, and wealth management across Washington, Idaho, and Oregon. Its wealth management division provides sophisticated investment advisory and trust services for high-net-worth individuals and institutional clients. Still primarily family-led, the bank emphasizes a relationship-driven approach and long-term financial stability. With over $10 billion in assets, it remains a key independent player in the region's financial landscape.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.8% |
| YTD return | +10.4% |
| Sharpe ratio | 2.95 |
| Win rate | 59% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.watrust.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PCAR | PACCAR Inc | 15.0% | +20.0% |
| MSFT | Microsoft Corporation | 11.1% | +3.8% |
| AAPL | Apple Inc | 10.3% | +26.9% |
| NVDA | NVIDIA Corporation | 8.2% | +21.0% |
| AMZN | Amazon.com Inc | 6.1% | +16.1% |
| AVGO | Broadcom Inc | 6.0% | +5.0% |
| PG | Procter & Gamble Company | 5.3% | -3.0% |
| GOOGL | Alphabet Inc Class A | 5.0% | +25.5% |
| JPM | JPMorgan Chase & Co | 4.2% | +17.2% |
| MA | Mastercard Inc | 3.1% | +4.5% |
| GS | Goldman Sachs Group Inc | 3.0% | +30.2% |
| LLY | Eli Lilly and Company | 2.9% | +13.4% |
| PANW | Palo Alto Networks Inc | 2.9% | +23.5% |
| COST | Costco Wholesale Corp | 2.9% | -0.7% |
| PNC | PNC Financial Services Group Inc | 2.7% | +20.6% |
| META | Meta Platforms Inc. | 2.3% | -0.4% |
| PLTR | Palantir Technologies Inc. | 2.3% | +7.2% |
| MRK | Merck & Company Inc | 2.2% | +24.9% |
| TJX | The TJX Companies Inc | 2.2% | -8.7% |
| AMD | Advanced Micro Devices Inc | 2.2% | -4.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | PLTR | 2.3% → 2.3% |
| Aug 31, 2026 | BUY | GOOGL | 5.0% → 5.0% |
| Aug 31, 2026 | SELL | PANW | 2.9% → 2.9% |
| Aug 31, 2026 | BUY | PNC | 2.7% → 2.7% |
| Aug 31, 2026 | BUY | TJX | 2.2% → 2.2% |
Investment Style Analysis
Washington Trust Bank is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Washington Trust Bank made a significant move by reducing the position in PLTR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Washington Trust Bank’s investment philosophy is centered on unbiased research, active decision-making, and strategic asset allocation. They prioritize a goals-based approach, constructing diversified portfolios tailored to individual client needs rather than following a one-size-fits-all model. The bank employs an open-architecture strategy, integrating internal expertise with rigorously screened external money managers to achieve best-of-class results. A core tenet is the belief that risk management and the preservation of capital are as vital as maximizing returns. This disciplined methodology ensures that portfolios are constructed to weather market volatility while seeking consistent, long-term growth through thematic and fundamental analysis.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Washington Trust Bank.
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Frequently asked questions
How is the simulated portfolio for Washington Trust Bank constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Washington Trust Bank's largest holding?
As of the latest filing, Washington Trust Bank's top position is PACCAR Inc (PCAR), representing 15.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Washington Trust Bank's historical performance and risk profile?
Our simulation indicates a total return of +14.8% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 2.95, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Washington Trust Bank primarily invest in?
Washington Trust Bank has a strong preference for the Semiconductors sector, which makes up 16.4% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Washington Trust Bank's portfolio concentrated or diversified?
Washington Trust Bank runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Washington Trust Bank performed in 2026?
Our AI-simulated model portfolio for Washington Trust Bank tracks a Year-to-Date (YTD) return of +10.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Steve Scranton manage Washington Trust Bank directly?
Yes, Steve Scranton serves as the key portfolio manager for Washington Trust Bank, overseeing the investment strategy and final capital allocation decisions.