Cerity Partners
TRST

Cerity Partners’s Trustco Bank Corp NY TRST Stock Holding History

Cerity Partners’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 		$863K Sell
19,721
-1,185
-6% -$51.8K ﹤0.01% 1941
2025
Q4 		$864K Buy
20,906
+12,545
+150% +$500K ﹤0.01% 1793
2025
Q3 		$303K Sell
8,361
-285
-3% -$10.4K ﹤0.01% 2275
2025
Q2 		$289K Buy
8,646
+253
+3% +$7.8K ﹤0.01% 2168
2025
Q1 		$256K Buy
8,393
+1,175
+16% +$37.5K ﹤0.01% 2102
2024
Q4 		$239K Sell
7,218
-7,166
-50% -$249K ﹤0.01% 2151
2024
Q3 		$476K Buy
14,384
+4,794
+50% +$157K ﹤0.01% 1798
2024
Q2 		$276K Buy
9,590
+1,456
+18% +$40K ﹤0.01% 1867
2024
Q1 		$229K Buy
+8,134
New +$230K ﹤0.01% 2033
2023
Q2 		– Sell
-224
Closed -$646K – 1947
2023
Q1 		$646K Buy
+224
New +$8.04K ﹤0.01% 1171

Other funds holding TRST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Cerity Partners's TRST Position: Q1 2026 in Review

Cerity Partners reduced its Trustco Bank Corp NY (TRST) stake by 5.7% in Q1 2026, selling an estimated $51.8K and leaving 19,721 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Cerity Partners first reported a position in TRST in Q1 2023 and has held it in 10 quarters since. The position peaked at $864K in Q4 2025. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

  • Cerity Partners held 19,721 shares of Trustco Bank Corp NY worth $863K as of Q1 2026.
  • Cerity Partners sold 1,185 Trustco Bank Corp NY shares in Q1 2026, an estimated $51.8K.
  • Trustco Bank Corp NY made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1941 holding.
  • Cerity Partners first reported a position in Trustco Bank Corp NY in Q1 2023 and has held it in 10 quarters since.
  • Cerity Partners's Trustco Bank Corp NY position peaked at $864K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.