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 Q3	$2.23K	Hold	41	–	–	﹤0.01%	1636
2026 Q2	$2.25K	Sell	41 -13	-24%	-$645	﹤0.01%	1639
2026 Q1	$2.36K	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 $620M AUM 38.17% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's TRST Position: Q3 2026 in Review

True Wealth Design held its Trustco Bank Corp NY (TRST) position steady in Q3 2026 at 41 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

True Wealth Design first reported a position in TRST in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.36K in Q1 2026. 22 funds tracked by Wall St. Rank hold TRST as of Q3 2026.

True Wealth Design held 41 shares of Trustco Bank Corp NY worth $2.23K as of Q3 2026.
True Wealth Design left its Trustco Bank Corp NY share count unchanged in Q3 2026.
Trustco Bank Corp NY made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1636 holding.
True Wealth Design first reported a position in Trustco Bank Corp NY in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Trustco Bank Corp NY position peaked at $2.36K in Q1 2026.
22 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.