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
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 $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

Pinnacle Wealth Planning Services's TRST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Trustco Bank Corp NY (TRST) stake by 1.2% in Q1 2026, buying an estimated $88 and bringing the position to 174 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Pinnacle Wealth Planning Services first reported a position in TRST in Q4 2020 and has held it in 3 quarters since. The position peaked at $10K in Q4 2020. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

  • Pinnacle Wealth Planning Services held 174 shares of Trustco Bank Corp NY worth $7.62K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Trustco Bank Corp NY shares in Q1 2026, an estimated $88.
  • Trustco Bank Corp NY made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2115 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trustco Bank Corp NY in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Trustco Bank Corp NY position peaked at $10K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.