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
Q2 		$307K Buy
5,587
+13
+0.2% +$645 ﹤0.01% 5434
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial's TRST Position: Q2 2026 in Review

LPL Financial increased its Trustco Bank Corp NY (TRST) stake by 0.23% in Q2 2026, buying an estimated $645 and bringing the position to 5,587 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #5434.

LPL Financial first reported a position in TRST in Q3 2024 and has held it in 6 quarters since. The position peaked at $951K in Q4 2025. 188 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

  • LPL Financial held 5,587 shares of Trustco Bank Corp NY worth $307K as of Q2 2026.
  • LPL Financial bought 13 Trustco Bank Corp NY shares in Q2 2026, an estimated $645.
  • Trustco Bank Corp NY made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5434 holding.
  • LPL Financial first reported a position in Trustco Bank Corp NY in Q3 2024 and has held it in 6 quarters since.
  • LPL Financial's Trustco Bank Corp NY position peaked at $951K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.