MinichMacGregor Wealth Management’s Trustco Bank Corp NY TRST Stock Holding History

MinichMacGregor Wealth Management’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 Q3	$252K	Hold	4,639	–	–	0.04%	127
2026 Q2	$255K	Buy	4,639 +1	+0%	+$50	0.04%	127
2026 Q1	$203K	Buy	+4,638	New	+$203K	0.04%	132
2023 Q1	–	Sell	-339	Closed	-$12.8K	–	598
2022 Q4	$12.8K	Buy	+339	New	+$12.4K	﹤0.01%	383
2018 Q4	–	Sell	-424	Closed	-$17K	–	481
2018 Q3	$17K	Buy	424 +1	+0.2%	+$45	0.01%	242
2018 Q2	$19K	Buy	423 +1	+0.2%	+$44	0.01%	221
2018 Q1	$17K	Hold	422	–	–	0.01%	225
2017 Q4	$19K	Buy	422 +1	+0.2%	+$46	0.01%	211
2017 Q3	$18K	Sell	421 -122	-22%	-$4.87K	0.01%	207
2017 Q2	$21K	Buy	543 +1	+0.2%	+$39	0.02%	188
2017 Q1	$21K	Hold	542	–	–	0.02%	184
2016 Q4	$23K	Buy	542 +1	+0.2%	+$39	0.02%	166
2016 Q3	$19K	Buy	541 +1	+0.2%	+$34	0.02%	191
2016 Q2	$17K	Buy	540 +1	+0.2%	+$32	0.02%	189
2016 Q1	$16K	Buy	539 +4	+0.7%	+$114	0.02%	198
2015 Q4	$18K	Buy	+535	New	+$16.7K	0.02%	173

Other funds holding TRST

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

MinichMacGregor Wealth Management's TRST Position: Q3 2026 in Review

MinichMacGregor Wealth Management held its Trustco Bank Corp NY (TRST) position steady in Q3 2026 at 4,639 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #127.

MinichMacGregor Wealth Management first reported a position in TRST in Q4 2015 and has held it in 16 quarters since. The position peaked at $255K in Q2 2026. 22 funds tracked by Wall St. Rank hold TRST as of Q3 2026.

MinichMacGregor Wealth Management held 4,639 shares of Trustco Bank Corp NY worth $252K as of Q3 2026.
MinichMacGregor Wealth Management left its Trustco Bank Corp NY share count unchanged in Q3 2026.
Trustco Bank Corp NY made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #127 holding.
MinichMacGregor Wealth Management first reported a position in Trustco Bank Corp NY in Q4 2015 and has held it in 16 quarters since.
MinichMacGregor Wealth Management's Trustco Bank Corp NY position peaked at $255K in Q2 2026.
22 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.