WANY
TRST

Wealthspire Advisors (New York)’s Trustco Bank Corp NY TRST Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-863
Closed -$31.3K – 2752
2025
Q3 		$31.3K Buy
+863
New +$31.5K ﹤0.01% 1437

Other funds holding TRST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.34B AUM 28.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Wealthspire Advisors (New York)'s TRST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Trustco Bank Corp NY (TRST) in Q4 2025, closing a stake of 863 shares — an estimated $31.3K sold.

Wealthspire Advisors (New York) first reported a position in TRST in Q3 2025 and held it in 1 quarter. The position peaked at $31.3K in Q3 2025. 178 funds tracked by Wall St. Rank hold TRST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Trustco Bank Corp NY position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 863 Trustco Bank Corp NY shares in Q4 2025, an estimated $31.3K.
  • Wealthspire Advisors (New York) first reported a position in Trustco Bank Corp NY in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Trustco Bank Corp NY position peaked at $31.3K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.