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

Private Wealth Management Group’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
2025 Q2	–	Sell	-70	Closed	-$2.13K	–	1600
2025 Q1	$2.13K	Hold	70	–	–	﹤0.01%	1032
2024 Q4	$2.33K	Hold	70	–	–	﹤0.01%	1029
2024 Q3	$2.31K	Hold	70	–	–	﹤0.01%	1007
2024 Q2	$2.01K	Sell	70 -100	-59%	-$2.75K	﹤0.01%	1041
2024 Q1	$4.79K	Hold	170	–	–	﹤0.01%	635
2023 Q4	$5.28K	Buy	+170	New	+$4.75K	﹤0.01%	614

Other funds holding TRST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Private Wealth Management Group's TRST Position: Q2 2025 in Review

Private Wealth Management Group sold out of Trustco Bank Corp NY (TRST) in Q2 2025, closing a stake of 70 shares — an estimated $2.13K sold.

Private Wealth Management Group first reported a position in TRST in Q4 2023 and held it in 6 quarters. The position peaked at $5.28K in Q4 2023. 162 funds tracked by Wall St. Rank hold TRST as of Q2 2025.

Private Wealth Management Group reported no remaining Trustco Bank Corp NY position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 70 Trustco Bank Corp NY shares in Q2 2025, an estimated $2.13K.
Private Wealth Management Group first reported a position in Trustco Bank Corp NY in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's Trustco Bank Corp NY position peaked at $5.28K in Q4 2023.
162 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.