Carson Wealth (CWM LLC)
TRST

Carson Wealth (CWM LLC)’s Trustco Bank Corp NY TRST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TRST Stock Details TRST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338K Sell
7,729
-124
-2% -$5.42K ﹤0.01% 2304
2025
Q4 		$325K Sell
7,853
-3
-0% -$120 ﹤0.01% 2207
2025
Q3 		$285K Buy
7,856
+1,352
+21% +$49.4K ﹤0.01% 2174
2025
Q2 		$217K Sell
6,504
-1,122
-15% -$34.6K ﹤0.01% 2111
2025
Q1 		$232K Buy
7,626
+1,440
+23% +$45.9K ﹤0.01% 1828
2024
Q4 		$206K Sell
6,186
-23
-0.4% -$800 ﹤0.01% 1807
2024
Q3 		$205K Buy
6,209
+1,644
+36% +$53.8K ﹤0.01% 1744
2024
Q2 		$131K Buy
4,565
+3,860
+548% +$106K ﹤0.01% 1815
2024
Q1 		$20K Buy
705
+35
+5% +$990 ﹤0.01% 2921
2023
Q4 		$21K Buy
670
+21
+3% +$587 ﹤0.01% 2758
2023
Q3 		$18K Buy
649
+512
+374% +$14.8K ﹤0.01% 2762
2023
Q2 		$4K Sell
137
-148
-52% -$4.35K ﹤0.01% 3570
2023
Q1 		$9K Buy
285
+5
+2% +$179 ﹤0.01% 3036
2022
Q4 		$11K Sell
280
-40
-13% -$1.46K ﹤0.01% 2767
2022
Q3 		$10K Buy
320
+47
+17% +$1.56K ﹤0.01% 2705
2022
Q2 		$8K Sell
273
-31
-10% -$968 ﹤0.01% 2743
2022
Q1 		$10K Sell
304
-2
-0.7% -$68 ﹤0.01% 2499
2021
Q4 		$10K Buy
+306
New +$10.2K ﹤0.01% 2370
2021
Q2 		$3K Buy
83
+66
+388% +$2.44K ﹤0.01% 2567
2021
Q1 		$3K Hold
17
– – ﹤0.01% 2566
2020
Q4 		$3K Hold
17
– – ﹤0.01% 2566
2020
Q3 		$3K Hold
17
– – ﹤0.01% 2565
2020
Q2 		$3K Hold
17
– – ﹤0.01% 2564
2020
Q1 		$3K Hold
17
– – ﹤0.01% 2562
2019
Q4 		$3K Hold
17
– – ﹤0.01% 2561
2019
Q3 		$3K Hold
17
– – ﹤0.01% 2561
2019
Q2 		$3K Hold
17
– – ﹤0.01% 2561
2019
Q1 		$3K Buy
+17
New +$673 ﹤0.01% 2561

Other funds holding TRST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TRST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Trustco Bank Corp NY (TRST) stake by 1.6% in Q1 2026, selling an estimated $5.42K and leaving 7,729 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Carson Wealth (CWM LLC) first reported a position in TRST in Q1 2019 and has held it in 28 quarters since. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,729 shares of Trustco Bank Corp NY worth $338K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 124 Trustco Bank Corp NY shares in Q1 2026, an estimated $5.42K.
  • Trustco Bank Corp NY made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2304 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trustco Bank Corp NY in Q1 2019 and has held it in 28 quarters since.
  • 185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.