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5%+ stakes · Schedule 13D and 13G

TrustCo Bank Corp NY: 5%+ holders

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Who has reported owning 5% or more of TrustCo Bank Corp NY, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of TrustCo Bank Corp NY. The largest reported stake is Systematic Financial Management LP's, at 6.3%. 5 filings are on record since February 10, 2026 (Schedule 13G, February 10, 2026).

HoldCo Opportunities Fund V, L.P. also filed stake reports on 4 other companies ↓

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Key facts

  • · Reporting person: HoldCo Opportunities Fund V, L.P. · Sole voting: 0 · Shared voting: 872,744 · Sole dispositive: 0 · Shared dispositive: 872,744 · SCHEDULE 13D, 2026-07-28
  • · Holder: State Street Corporation · Percent: 5% · SCHEDULE 13G
  • · Holder: Vanguard Capital Management · Percent: 5.38% · SCHEDULE 13G
  • · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
  • · Holder: Systematic Financial Management LP · Percent: 6.3% · SCHEDULE 13G
At 5% or more4
Filings5
Latest filing2026-07-28

TrustCo Bank Corp NY has 5 Schedule 13D or 13G filings on record since 2026-02-10. 4 holders' latest filing reports 5% or more of common stock, par value $1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Systematic Financial Management LP6.3%1,175,389SCHEDULE 13G, 2026-02-102025-12-31
Vanguard Capital Management5.38%954,110SCHEDULE 13G, 2026-04-302026-03-31
HoldCo Asset Management, LP5.1%872,744SCHEDULE 13D, 2026-07-282026-07-21
State Street Corporation5%891,082SCHEDULE 13G, 2026-05-122026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on TrustCo Bank Corp NY and the records around it.

TrustCo Bank Corp NY elsewhere on the record

Companies that share a holder

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What the Full Report on TrustCo Bank Corp NY covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
HoldCo Opportunities Fund V, L.P.0872,7440872,744SCHEDULE 13D, 2026-07-28
Vm Gp X LLC0872,7440872,744SCHEDULE 13D, 2026-07-28
HoldCo Asset Management, LP0872,7440872,744SCHEDULE 13D, 2026-07-28
Vm Gp Ii LLC0872,7440872,744SCHEDULE 13D, 2026-07-28
Zaitzeff Michael0872,7440872,744SCHEDULE 13D, 2026-07-28
Vikaran Ghei0872,7440872,744SCHEDULE 13D, 2026-07-28

The latest filing identifies TrustCo Bank Corp NY by CUSIP 898349204 and gives its principal executive office as 5 Sarnowski Drive, Glenville, NY 12302 (SCHEDULE 13D, 2026-07-28).

Source of funds (Item 3)

The Shares purchased by Fund V were purchased with working capital and may be held from time to time in margin accounts established with its brokers or banks. Securities positions held in such margin accounts, including the Shares, may be pledged as collateral security for the repayment of debit balances in such accounts. The aggregate purchase price of the 872,744 Shares beneficially owned by Fund V is approximately $31,004,179, including brokerage commissions.HoldCo Asset Management, LP, SCHEDULE 13D, 2026-07-28

Purpose of Transaction (Item 4)

HoldCo Asset Management, LP

The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Persons may endeavor to increase or decrease their position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Persons may deem advisable. The Reporting Persons have engaged, and expect to continue to engage, in discussions with certain members of the Issuer's management team and Board of Directors (the "Board") regarding opportunities to enhance shareholder value. No Reporting Person has any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on various factors including, without limitation, the Issuer's financial position and investment strategy, the price levels of the Shares, conditions in the securities …The first part of Item 4 of the SCHEDULE 13D filed 2026-07-28; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-02-10Systematic Financial Management LP6.3%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.38%SCHEDULE 13G
2026-05-12State Street Corporation5%SCHEDULE 13G
2026-07-28HoldCo Asset Management, LP5.1%SCHEDULE 13D

Questions about who owns TrustCo Bank Corp NY

Who owns TrustCo Bank Corp NY?

On this page, 4 holders' latest ownership filings report 5% or more of TrustCo Bank Corp NY: Systematic Financial Management LP (6.3%, Schedule 13G, filed 2026-02-10), Vanguard Capital Management (5.38%, Schedule 13G, filed 2026-04-30), HoldCo Asset Management, LP (5.1%, Schedule 13D, filed 2026-07-28) and State Street Corporation (5%, Schedule 13G, filed 2026-05-12).

Who are the largest shareholders of TrustCo Bank Corp NY?

By the share each holder's latest filing reports, the largest holders of TrustCo Bank Corp NY on this page are Systematic Financial Management LP (6.3%), Vanguard Capital Management (5.38%) and HoldCo Asset Management, LP (5.1%).

When did Systematic Financial Management LP buy into TrustCo Bank Corp NY?

The filings give report dates, not purchase dates. The earliest filing from Systematic Financial Management LP on this page is the Schedule 13G, filed 2026-02-10, reporting 6.3%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for TrustCo Bank Corp NY

DateRecordFigureOur pageSource
September 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/trustco-bank-corp-ny
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of TrustCo Bank Corp NY? 4 holders at 5% or more, largest Systematic Financial Management LP 6.3%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/trustco-bank-corp-ny