Steward Partners Investment Advisory’s Trustco Bank Corp NY TRST Stock Holding History

Steward Partners Investment Advisory’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	$17.8K	Hold	406	–	–	﹤0.01%	3288
2025 Q4	$16.8K	Hold	406	–	–	﹤0.01%	3209
2025 Q3	$14.7K	Hold	406	–	–	﹤0.01%	3228
2025 Q2	$13.6K	Hold	406	–	–	﹤0.01%	3070
2025 Q1	$12.4K	Hold	406	–	–	﹤0.01%	2998
2024 Q4	$13.5K	Hold	406	–	–	﹤0.01%	2965
2024 Q3	$13.4K	Sell	406 -60	-13%	-$1.96K	﹤0.01%	2835
2024 Q2	$13.4K	Hold	466	–	–	﹤0.01%	2694
2024 Q1	$13.1K	Hold	466	–	–	﹤0.01%	2706
2023 Q4	$14.5K	Hold	466	–	–	﹤0.01%	2547
2023 Q3	$12.7K	Hold	466	–	–	﹤0.01%	2494
2023 Q2	$13.3K	Hold	466	–	–	﹤0.01%	2473
2023 Q1	$14.9K	Hold	466	–	–	﹤0.01%	2377
2022 Q4	$17.5K	Hold	466	–	–	﹤0.01%	2300
2022 Q3	$15K	Hold	466	–	–	﹤0.01%	2361
2022 Q2	$14K	Hold	466	–	–	﹤0.01%	2393
2022 Q1	$15K	Hold	466	–	–	﹤0.01%	2501
2021 Q4	$16K	Buy	466 +365	+361%	+$12.1K	﹤0.01%	2423
2021 Q3	$3K	Hold	101	–	–	﹤0.01%	2949
2021 Q2	$3K	Sell	101 -1,771	-95%	-$65.6K	﹤0.01%	6803
2021 Q1	$69K	Buy	1,872 +871	+87%	+$30.7K	﹤0.01%	1823
2020 Q4	$33K	Hold	1,001	–	–	﹤0.01%	1865
2020 Q3	$26K	Buy	1,001 +41	+4%	+$1.2K	﹤0.01%	1792
2020 Q2	$30K	Hold	960	–	–	﹤0.01%	1618
2020 Q1	$25K	Buy	960 +60	+7%	+$2.18K	﹤0.01%	1528
2019 Q4	$39K	Hold	900	–	–	﹤0.01%	1508
2019 Q3	$36K	Hold	900	–	–	﹤0.01%	1501
2019 Q2	$35K	Buy	+900	New	+$34.9K	﹤0.01%	1470
2018 Q4	–	Sell	-266	Closed	-$11K	–	2049
2018 Q3	$11K	Hold	266	–	–	﹤0.01%	1848
2018 Q2	$12K	Buy	+266	New	+$11.7K	﹤0.01%	1677

Other funds holding TRST

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Steward Partners Investment Advisory's TRST Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Trustco Bank Corp NY (TRST) position steady in Q1 2026 at 406 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Steward Partners Investment Advisory first reported a position in TRST in Q2 2018 and has held it in 30 quarters since. The position peaked at $69K in Q1 2021. 185 funds tracked by Wall St. Rank hold TRST as of Q1 2026.

Steward Partners Investment Advisory held 406 shares of Trustco Bank Corp NY worth $17.8K as of Q1 2026.
Steward Partners Investment Advisory left its Trustco Bank Corp NY share count unchanged in Q1 2026.
Trustco Bank Corp NY made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3288 holding.
Steward Partners Investment Advisory first reported a position in Trustco Bank Corp NY in Q2 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's Trustco Bank Corp NY position peaked at $69K in Q1 2021.
185 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.