RFP
TRST

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

Root Financial Partners’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 		– Sell
-40
Closed -$1.75K – 2968
2026
Q1 		$1.75K Buy
+40
New +$1.75K ﹤0.01% 2372

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

Root Financial Partners's TRST Position: Q2 2026 in Review

Root Financial Partners sold out of Trustco Bank Corp NY (TRST) in Q2 2026, closing a stake of 40 shares — an estimated $1.75K sold.

Root Financial Partners first reported a position in TRST in Q1 2026 and held it in 1 quarter. The position peaked at $1.75K in Q1 2026. 187 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

  • Root Financial Partners reported no remaining Trustco Bank Corp NY position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 40 Trustco Bank Corp NY shares in Q2 2026, an estimated $1.75K.
  • Root Financial Partners first reported a position in Trustco Bank Corp NY in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Trustco Bank Corp NY position peaked at $1.75K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.