Compass Wealth Management’s Trustco Bank Corp NY TRST Stock Holding History

Compass Wealth Management’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 Q3	$1.09K	Buy	+20	New	+$1.13K	﹤0.01%	401

Other funds holding TRST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Compass Wealth Management's TRST Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Trustco Bank Corp NY (TRST) in Q3 2026: 20 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

70 funds tracked by Wall St. Rank hold TRST as of Q3 2026.

Compass Wealth Management held 20 shares of Trustco Bank Corp NY worth $1.09K as of Q3 2026.
Trustco Bank Corp NY was a new Compass Wealth Management position in Q3 2026.
Trustco Bank Corp NY made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #401 holding.
70 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.