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| Washington Financial Group Inc
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|---|---|
| CRD # | 132369 |
| SEC # | 801-136644 |
| CIK # | 0001079736, 0001058690 |
| AUM | 119.0 M (2026-06-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-420-8341 |
| Address | 832 Main Street, 2nd Floor Osterville, MA 02655 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001079736 0001058690 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Visa Inc | 0.1 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| TJX Companies Inc /DE/ | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Westinghouse Air Brake Technologies Corp | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Quanta Services Inc | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 38.5 |
| (b) Individuals (high net worth individuals) | 61 | 80.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 119.0 |
| By Discretionary | ||
| Discretionary | 707 | 119.0 |
| Non-Discretionary | 3 | 0.1 |
| Total | 710 | 119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.0 | |
| Total | 710 | 119.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001058690] | |
| 10-Q | [0001058690] | |
| 3 | [0001058690] | |
| 4 | [0001058690] | |
| 5 | [0001058690] | |
| 8-K | [0001058690] | |
| SC 13G | [0001058690] | |
| 13F-HR | [0001079736] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Forest Hill Capital LLC | Washington Banking Co | [2014-02-14] |
| Wellington Management Co LLP | Washington Banking Co | [2014-02-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Wagner John L | |
| Washington Banking Co | |
| Shields Richard A Jr | |
| McDonald Bryan | |
| ENG Edward | |
| Altom Rhoda L | |
| Crawford Mark D | |
| Gavin Deborah J | |
| Miller Gragg E | |
| Severns Robert T | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Washington Banking Co WBCO
Restricted Stock Units · derivative
|
2014-05-01 | Disposed to issuer | 667 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 4,565 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 700 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 70,695 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 7,416 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 5,250 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 12,719 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 2,167 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 375 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 390 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 5,034 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 10,523 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 10,240 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 22,859 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 4,038 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 3,239 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 3,036 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 1,578 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 7,403 | ||
|
Washington Banking Co WBCO
Common Stock
|
2014-05-01 | Disposed to issuer | 77,675 | ||
| showing 20 of 200 most recent transactions | |||||
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|
119.0 M | |
|
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