Root Financial Partners’s Trustco Bank Corp NY TRST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.66K Buy
+49
New +$2.76K ﹤0.01% 2505
2026
Q2
– Sell
-40
Closed -$1.75K – 2968
2026
Q1
$1.75K Buy
+40
New +$1.75K ﹤0.01% 2372

Other funds holding TRST

Root Financial Partners's TRST Position: Q3 2026 in Review

Root Financial Partners opened a new position in Trustco Bank Corp NY (TRST) in Q3 2026: 49 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #2505 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TRST as recently as Q1 2026.

Root Financial Partners first reported a position in TRST in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold TRST as of Q3 2026.

  • Root Financial Partners held 49 shares of Trustco Bank Corp NY worth $2.66K as of Q3 2026.
  • Trustco Bank Corp NY was a new Root Financial Partners position in Q3 2026.
  • Trustco Bank Corp NY made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2505 holding.
  • Root Financial Partners first reported a position in Trustco Bank Corp NY in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.