True Wealth Design’s Trustco Bank Corp NY TRST Stock Holding History

True Wealth Design’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	$2.25K	Sell	41 -13	-24%	-$645	﹤0.01%	1639
2026 Q1	$2.37K	Hold	54	–	–	﹤0.01%	1476
2025 Q4	$2.23K	Buy	54 +2	+4%	+$80	﹤0.01%	1413
2025 Q3	$1.89K	Buy	52 +43	+478%	+$1.57K	﹤0.01%	1483
2025 Q2	$301	Hold	9	–	–	﹤0.01%	1933
2025 Q1	$275	Buy	+9	New	+$287	﹤0.01%	1816

Other funds holding TRST

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's TRST Position: Q2 2026 in Review

True Wealth Design reduced its Trustco Bank Corp NY (TRST) stake by 24% in Q2 2026, selling an estimated $645 and leaving 41 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

True Wealth Design first reported a position in TRST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.37K in Q1 2026. 21 funds tracked by Wall St. Rank hold TRST as of Q2 2026.

True Wealth Design held 41 shares of Trustco Bank Corp NY worth $2.25K as of Q2 2026.
True Wealth Design sold 13 Trustco Bank Corp NY shares in Q2 2026, an estimated $645.
Trustco Bank Corp NY made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1639 holding.
True Wealth Design first reported a position in Trustco Bank Corp NY in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Trustco Bank Corp NY position peaked at $2.37K in Q1 2026.
21 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.