EverSource Wealth Advisors’s Trustco Bank Corp NY TRST Stock Holding History

EverSource Wealth Advisors’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 Q2	$10.4K	Sell	189 -633	-77%	-$31.4K	﹤0.01%	2890
2026 Q1	$36K	Buy	822 +51	+7%	+$2.23K	﹤0.01%	2126
2025 Q4	$31.9K	Sell	771 -19	-2%	-$757	﹤0.01%	2059
2025 Q3	$28.7K	Buy	790 +4	+0.5%	+$146	﹤0.01%	2096
2025 Q2	$26.3K	Buy	786 +755	+2,435%	+$23.3K	﹤0.01%	2082
2025 Q1	$945	Buy	31 +30	+3,000%	+$957	﹤0.01%	3249
2024 Q4	$33	Buy	+1	New	+$35	﹤0.01%	3675
2023 Q2	–	Sell	-258	Closed	-$8.24K	–	2610
2023 Q1	$8.24K	Hold	258	–	–	﹤0.01%	1446
2022 Q4	$9.7K	Hold	258	–	–	﹤0.01%	1346
2022 Q3	$8K	Buy	258 +159	+161%	+$5.27K	﹤0.01%	1214
2022 Q2	$3K	Hold	99	–	–	﹤0.01%	1440
2022 Q1	$3K	Hold	99	–	–	﹤0.01%	1461
2021 Q4	$3K	Buy	+99	New	+$3.29K	﹤0.01%	1465

Other funds holding TRST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's TRST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Trustco Bank Corp NY (TRST) stake by 77% in Q2 2026, selling an estimated $31.4K and leaving 189 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

EverSource Wealth Advisors first reported a position in TRST in Q4 2021 and has held it in 13 quarters since. The position peaked at $36K in Q1 2026. 187 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

EverSource Wealth Advisors held 189 shares of Trustco Bank Corp NY worth $10.4K as of Q2 2026.
EverSource Wealth Advisors sold 633 Trustco Bank Corp NY shares in Q2 2026, an estimated $31.4K.
Trustco Bank Corp NY made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2890 holding.
EverSource Wealth Advisors first reported a position in Trustco Bank Corp NY in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Trustco Bank Corp NY position peaked at $36K in Q1 2026.
187 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.