TWD
TRST

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

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

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. 187 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.
  • 187 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.