SWM
TRST

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

Spire Wealth Management’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
-150
Closed -$4.57K – 2566
2025
Q1 		$4.57K Buy
+150
New +$4.78K ﹤0.01% 2086

Other funds holding TRST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Verition Fund Management
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

Spire Wealth Management's TRST Position: Q2 2025 in Review

Spire Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q2 2025, closing a stake of 150 shares — an estimated $4.57K sold.

Spire Wealth Management first reported a position in TRST in Q1 2025 and held it in 1 quarter. The position peaked at $4.57K in Q1 2025. 162 funds tracked by Wall St. Rank hold TRST as of Q2 2025.

  • Spire Wealth Management reported no remaining Trustco Bank Corp NY position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 150 Trustco Bank Corp NY shares in Q2 2025, an estimated $4.57K.
  • Spire Wealth Management first reported a position in Trustco Bank Corp NY in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's Trustco Bank Corp NY position peaked at $4.57K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.