SSG
TRST

Summit Securities Group’s Trustco Bank Corp NY TRST Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-1,596
Closed -$50K – 888
2023
Q4 		$50K Buy
+1,596
New +$44.6K ﹤0.01% 400

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Summit Securities Group's TRST Position: Q1 2024 in Review

Summit Securities Group sold out of Trustco Bank Corp NY (TRST) in Q1 2024, closing a stake of 1,596 shares — an estimated $50K sold.

Summit Securities Group first reported a position in TRST in Q4 2023 and held it in 1 quarter. The position peaked at $50K in Q4 2023. 135 funds tracked by Wall St. Rank hold TRST as of Q1 2024.

  • Summit Securities Group reported no remaining Trustco Bank Corp NY position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1,596 Trustco Bank Corp NY shares in Q1 2024, an estimated $50K.
  • Summit Securities Group first reported a position in Trustco Bank Corp NY in Q4 2023 and held it in 1 quarter.
  • Summit Securities Group's Trustco Bank Corp NY position peaked at $50K in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.