LPL Financial
TRST

LPL Financial’s Trustco Bank Corp NY TRST Stock Holding History

LPL Financial’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 		$244K Sell
5,574
-17,427
-76% -$762K ﹤0.01% 5349
2025
Q4 		$951K Buy
+23,001
New +$917K ﹤0.01% 4123
2025
Q2 		– Sell
-6,998
Closed -$213K – 5686
2025
Q1 		$213K Sell
6,998
-3,853
-36% -$123K ﹤0.01% 4821
2024
Q4 		$361K Buy
10,851
+1,655
+18% +$57.5K ﹤0.01% 4360
2024
Q3 		$304K Buy
+9,196
New +$301K ﹤0.01% 4421

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

LPL Financial's TRST Position: Q1 2026 in Review

LPL Financial reduced its Trustco Bank Corp NY (TRST) stake by 76% in Q1 2026, selling an estimated $762K and leaving 5,574 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #5349.

LPL Financial first reported a position in TRST in Q3 2024 and has held it in 5 quarters since. The position peaked at $951K in Q4 2025. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

  • LPL Financial held 5,574 shares of Trustco Bank Corp NY worth $244K as of Q1 2026.
  • LPL Financial sold 17,427 Trustco Bank Corp NY shares in Q1 2026, an estimated $762K.
  • Trustco Bank Corp NY made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5349 holding.
  • LPL Financial first reported a position in Trustco Bank Corp NY in Q3 2024 and has held it in 5 quarters since.
  • LPL Financial's Trustco Bank Corp NY position peaked at $951K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.