RPGNY
TRST

Retirement Planning Group (New York)’s Trustco Bank Corp NY TRST Stock Holding History

Retirement Planning Group (New York)’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 		$305K Buy
5,516
+15
+0.3% +$744 0.17% 79
2026
Q1 		$243K Buy
5,501
+463
+9% +$20.3K 0.16% 82
2025
Q4 		$210K Buy
+5,038
New +$201K 0.14% 83

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

Retirement Planning Group (New York)'s TRST Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Trustco Bank Corp NY (TRST) stake by 0.27% in Q2 2026, buying an estimated $744 and bringing the position to 5,516 shares worth $305K. The position accounts for 0.17% of the portfolio, ranked #79.

Retirement Planning Group (New York) first reported a position in TRST in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

  • Retirement Planning Group (New York) held 5,516 shares of Trustco Bank Corp NY worth $305K as of Q2 2026.
  • Retirement Planning Group (New York) bought 15 Trustco Bank Corp NY shares in Q2 2026, an estimated $744.
  • Trustco Bank Corp NY made up 0.17% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #79 holding.
  • Retirement Planning Group (New York) first reported a position in Trustco Bank Corp NY in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.