Creative Planning
TRST

Creative Planning’s Trustco Bank Corp NY TRST Stock Holding History

Creative Planning’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 		$216K Sell
4,927
-398
-7% -$17.4K ﹤0.01% 3676
2025
Q4 		$220K Buy
+5,325
New +$212K ﹤0.01% 3478
2017
Q3 		– Sell
-927
Closed -$36K – 3571
2017
Q2 		$36K Buy
927
+2
+0.2% +$78 ﹤0.01% 2786
2017
Q1 		$36K Buy
925
+2
+0.2% +$83 ﹤0.01% 2712
2016
Q4 		$40K Buy
923
+2
+0.2% +$78 ﹤0.01% 2571
2016
Q3 		$33K Buy
921
+532
+137% +$18.3K ﹤0.01% 2677
2016
Q2 		$12K Buy
389
+2
+0.5% +$63 ﹤0.01% 3144
2016
Q1 		$12K Buy
387
+2
+0.5% +$57 ﹤0.01% 3123
2015
Q4 		$12K Sell
385
-397
-51% -$12.4K ﹤0.01% 3194
2015
Q3 		$23K Buy
+782
New +$24.3K ﹤0.01% 2628
2015
Q2 		– Sell
-918
Closed -$32K – 2870
2015
Q1 		$32K Sell
918
-60
-6% -$2.03K ﹤0.01% 2336
2014
Q4 		$36K Hold
978
– – ﹤0.01% 2217
2014
Q3 		$31K Buy
978
+600
+159% +$20.3K ﹤0.01% 2228
2014
Q2 		$13K Hold
378
– – ﹤0.01% 2747
2014
Q1 		$13K Buy
378
+209
+124% +$7.12K ﹤0.01% 2637
2013
Q4 		$6K Hold
169
– – ﹤0.01% 2783
2013
Q3 		$5K Hold
169
– – ﹤0.01% 2741
2013
Q2 		$5K Buy
+169
New +$4.6K ﹤0.01% 2559

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

Creative Planning's TRST Position: Q1 2026 in Review

Creative Planning reduced its Trustco Bank Corp NY (TRST) stake by 7.5% in Q1 2026, selling an estimated $17.4K and leaving 4,927 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3676.

Creative Planning first reported a position in TRST in Q2 2013 and has held it in 18 quarters since. The position peaked at $220K in Q4 2025. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

  • Creative Planning held 4,927 shares of Trustco Bank Corp NY worth $216K as of Q1 2026.
  • Creative Planning sold 398 Trustco Bank Corp NY shares in Q1 2026, an estimated $17.4K.
  • Trustco Bank Corp NY made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3676 holding.
  • Creative Planning first reported a position in Trustco Bank Corp NY in Q2 2013 and has held it in 18 quarters since.
  • Creative Planning's Trustco Bank Corp NY position peaked at $220K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.