| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $112.4M | 2.6M | ▼−4.1% Reduced · −111K sh | Q1 2026 | |
| 2 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $51.0M | 1.2M | ▼−0.7% Reduced · −8K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $49.8M | 1.1M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $39.4M | 891K | ▼−1.6% Reduced · −15K sh | Q1 2026 | |
| 5 | HoldCo Asset Management, LP | $38.2M | 873K | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $35.9M | 819K | ▲New +819K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $24.7M | 565K | ▲+4.4% Added · +24K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $21.8M | 499K | ▲+9.5% Added · +43K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.3M | 373K | ▲New +373K sh | Q1 2026 | |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.8M | 291K | ▲+6.7% Added · +18K sh | Q1 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.0M | 229K | ▼−1.7% Reduced · −4K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $9.6M | 220K | ▲+69% Added · +90K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $8.6M | 197K | ▲~0% Added · +85 sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $7.9M | 181K | ▼−34% Reduced · −93K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.4M | 169K | ▼−2.6% Reduced · −5K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $7.2M | 165K | ▼−3.7% Reduced · −6K sh | Q1 2026 | |
| 17 | GABELLI FUNDS LLC | $6.6M | 151K | ▲+34% Added · +38K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $6.5M | 148K | ▼−7.5% Reduced · −12K sh | Q1 2026 | |
| 19 | UBS Group AG | $5.9M | 135K | ▼−14% Reduced · −22K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $5.7M | 129K | ▼−12% Reduced · −17K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.5M | 126K | ▼−4.4% Reduced · −6K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $5.1M | 116K | ▲New +116K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $3.8M | 88K | ▼−0.2% Reduced · −216 sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $3.8M | 87K | ▲+23% Added · +17K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $3.6M | 82K | ▲+66% Added · +33K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $26.6B |
| APPLE INCAAPL | 54 funds | $32.2B |
| ALPHABET INC-CL AGOOGL | 54 funds | $16.4B |
| VISA INC-CLASS A SHARESV | 54 funds | $5.6B |
| UNITEDHEALTH GROUP INCUNH | 54 funds | $2.9B |
| NVIDIA CORPNVDA | 53 funds | $37.9B |
| AMAZON.COM INCAMZN | 53 funds | $18.5B |
| BROADCOM INCAVGO | 53 funds | $14.3B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $11.0B |
| JPMORGAN CHASE & COJPM | 53 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 53 funds | $7.2B |
| ELI LILLY & COLLY | 53 funds | $6.7B |
Ranked by how many of TRST's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 4, 2026 | LUCARELLI LISA M | Director | Buy (P) | 100 | $5K |
| Jun 4, 2026 | LUCARELLI LISA M | Director | Buy (P) | 100 | $5K |
| Apr 24, 2026 | Silverman Frank B | Director | Buy (P) | 105 | $5K |
| Mar 12, 2026 | CURLEY KEVIN M | EXECUTIVE VICE PRESIDENT & COO | Buy (P) | 588 | $25K |
| Nov 26, 2025 | LUCARELLI LISA M | Director | Buy (P) | 200 | $9K |
| Jun 4, 2025 | Cotugno Steffani | Director | Buy (P) | 750 | $23K |
| Apr 25, 2025 | CURLEY KEVIN M | EXECUTIVE VICE PRESIDENT & COO | Buy (P) | 822 | $25K |
| Apr 25, 2025 | Powell Curtis N | Director | Buy (P) | 200 | $6K |
| Feb 5, 2025 | Cotugno Steffani | Director | Buy (P) | 400 | $13K |
| Jan 29, 2025 | CURLEY KEVIN M | EXECUTIVE VICE PRESIDENT & COO | Buy (P) | 625 | $20K |
| Jun 4, 2024 | CURLEY KEVIN M | EXECUTIVE VICE PRESIDENT & COO | Buy (P) | 551 | $15K |
| May 24, 2024 | Cotugno Steffani | Director | Buy (P) | 400 | $11K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TRST/capital-change-brief"
Use Arkolith's capital_change_brief for TRST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TRST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.