PWPS
TRST

Pinnacle Wealth Planning Services’s Trustco Bank Corp NY TRST Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.55K Hold
174
– – ﹤0.01% 2085
2026
Q1 		$7.62K Buy
174
+2
+1% +$88 ﹤0.01% 2115
2025
Q4 		$7.11K Buy
+172
New +$6.86K ﹤0.01% 2159
2021
Q1 		– Sell
-319
Closed -$10K – 1810
2020
Q4 		$10K Buy
+319
New +$9.61K ﹤0.01% 1404

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

Pinnacle Wealth Planning Services's TRST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Trustco Bank Corp NY (TRST) position steady in Q2 2026 at 174 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Pinnacle Wealth Planning Services first reported a position in TRST in Q4 2020 and has held it in 4 quarters since. The position peaked at $10K in Q4 2020. 188 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 174 shares of Trustco Bank Corp NY worth $9.55K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Trustco Bank Corp NY share count unchanged in Q2 2026.
  • Trustco Bank Corp NY made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2085 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trustco Bank Corp NY in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trustco Bank Corp NY position peaked at $10K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.