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
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 $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

Retirement Planning Group (New York)'s TRST Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Trustco Bank Corp NY (TRST) stake by 9.2% in Q1 2026, buying an estimated $20.3K and bringing the position to 5,501 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #82.

Retirement Planning Group (New York) first reported a position in TRST in Q4 2025 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

  • Retirement Planning Group (New York) held 5,501 shares of Trustco Bank Corp NY worth $243K as of Q1 2026.
  • Retirement Planning Group (New York) bought 463 Trustco Bank Corp NY shares in Q1 2026, an estimated $20.3K.
  • Trustco Bank Corp NY made up 0.16% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #82 holding.
  • Retirement Planning Group (New York) first reported a position in Trustco Bank Corp NY in Q4 2025 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.