Integrated Wealth Concepts’s Trustco Bank Corp NY TRST Stock Holding History

Integrated Wealth Concepts’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	$67.5K	Buy	+1,230	New	+$61K	﹤0.01%	3137

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

Integrated Wealth Concepts's TRST Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Trustco Bank Corp NY (TRST) in Q2 2026: 1,230 shares worth $67.5K. The stake represents ﹤0.01% of the portfolio and ranks #3137 among its holdings.

187 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

Integrated Wealth Concepts held 1,230 shares of Trustco Bank Corp NY worth $67.5K as of Q2 2026.
Trustco Bank Corp NY was a new Integrated Wealth Concepts position in Q2 2026.
Trustco Bank Corp NY made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3137 holding.
187 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.