CWM, LLC

Position in TRST — Trustco Bank Corp N Y

CIK 1535847 OMAHA, NE

Position in TRST

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$338,375

+$13,811 QoQ

Shares Held

7,729

-1.6% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 3.144003105188252.ToString("F0")% Shared 0.ToString("F0")% None 96.85599689481175.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $208,703,709 across 284 Banks - Regional names. TRST ranks #89 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$338,375	7,729	-1.6%	Shares	Sole	2026-05-14
2025-12-31	$324,564	7,853	-0.0%	Shares	Sole	2026-01-26
2025-09-30	$285,172	7,856	+20.8%	Shares	Sole	2025-10-15
2025-06-30	$217,363	6,504	-14.7%	Shares	Sole	2025-07-25
2025-03-31	$232,440	7,626	+23.3%	Shares	Sole	2025-05-01
2024-12-31	$206,055	6,186	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$205,331	6,209	+36.0%	Shares	Sole	2024-10-08
2024-06-30	$131,335	4,565	+547.5%	Shares	Sole	2024-07-10
2024-03-31	$19,852	705	+5.2%	Shares	Sole	2024-04-05
2023-12-31	$20,803	670	+3.2%	Shares	Sole	2024-02-01
2023-09-30	$17,711	649	+373.7%	Shares	Sole	2023-10-11
2023-06-30	$3,919	137	-51.9%	Shares	Sole	2023-08-03
2023-03-31	$9,102	285	+1.8%	Shares	Sole	2023-05-01
2022-12-31	$10,525	280	-12.5%	Shares	Sole	2023-02-01
2022-09-30	$10,054	320	+17.2%	Shares	Sole	2022-10-27
2022-06-30	$8,419	273	-10.8%	Shares	Sole	2022-07-28
2021-12-31	$10,192	306	+268.7%	Shares	Sole	2022-01-31
2021-06-30	$2,853	83	0.0%	Shares	Sole	2021-09-15
2021-03-31	$3,058	83	0.0%	Shares	Sole	2021-09-15
2020-12-31	$2,768	83	0.0%	Shares	Sole	2021-09-15
2020-09-30	$2,166	83	0.0%	Shares	Sole	2021-09-15
2020-06-30	$2,626	83	0.0%	Shares	Sole	2021-09-15
2020-03-31	$2,245	83	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.