AllSquare Wealth Management’s Arrow Financial AROW Stock Holding History

AllSquare Wealth Management’s Portfolio AROW Stock Details AROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.87K	Hold	172	–	–	﹤0.01%	435
2025 Q2	$4.54K	Hold	172	–	–	﹤0.01%	438
2025 Q1	$4.52K	Hold	172	–	–	﹤0.01%	438
2024 Q4	$4.94K	Sell	172 -40	-19%	-$1.22K	﹤0.01%	434
2024 Q3	$6.08K	Hold	212	–	–	﹤0.01%	421
2024 Q2	$5.52K	Hold	212	–	–	﹤0.01%	419
2024 Q1	$5.3K	Hold	212	–	–	﹤0.01%	418
2023 Q4	$5.92K	Hold	212	–	–	﹤0.01%	410
2023 Q3	$3.61K	Hold	212	–	–	﹤0.01%	444
2023 Q2	$3.96K	Hold	212	–	–	﹤0.01%	452
2023 Q1	$5.13K	Hold	212	–	–	﹤0.01%	435
2022 Q4	$6.98K	Hold	212	–	–	﹤0.01%	395
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	399
2022 Q2	$6K	Hold	212	–	–	﹤0.01%	405
2022 Q1	$6K	Hold	212	–	–	﹤0.01%	407
2021 Q4	$7K	Hold	212	–	–	﹤0.01%	401
2021 Q3	$7K	Sell	212 -1	-0.5%	-$33	﹤0.01%	390
2021 Q2	$7K	Hold	213	–	–	﹤0.01%	413
2021 Q1	$6K	Hold	213	–	–	﹤0.01%	405
2020 Q4	$6K	Hold	213	–	–	﹤0.01%	374
2020 Q3	$5K	Sell	213 -1	-0.5%	-$25	﹤0.01%	382
2020 Q2	$6K	Hold	214	–	–	﹤0.01%	373
2020 Q1	$5K	Hold	214	–	–	﹤0.01%	360
2019 Q4	$7K	Hold	214	–	–	﹤0.01%	352
2019 Q3	$6K	Hold	214	–	–	﹤0.01%	363
2019 Q2	$6K	Hold	214	–	–	﹤0.01%	377
2019 Q1	$6K	Hold	214	–	–	﹤0.01%	374
2018 Q4	$6K	Hold	214	–	–	0.01%	362
2018 Q3	$7K	Sell	214 -1	-0.5%	-$32	0.01%	370
2018 Q2	$7K	Hold	215	–	–	0.01%	363
2018 Q1	$6K	Hold	215	–	–	﹤0.01%	310
2017 Q4	$6K	Hold	215	–	–	﹤0.01%	312
2017 Q3	$6K	Hold	215	–	–	﹤0.01%	292
2017 Q2	$6K	Buy	+215	New	+$5.78K	0.01%	144

Other funds holding AROW

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's AROW Position: Q3 2025 in Review

AllSquare Wealth Management held its Arrow Financial (AROW) position steady in Q3 2025 at 172 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

AllSquare Wealth Management first reported a position in AROW in Q2 2017 and has held it in 34 quarters since. The position peaked at $7K in Q4 2021. 116 funds tracked by Wall St. Rank hold AROW as of Q3 2025.

AllSquare Wealth Management held 172 shares of Arrow Financial worth $4.87K as of Q3 2025.
AllSquare Wealth Management left its Arrow Financial share count unchanged in Q3 2025.
Arrow Financial made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #435 holding.
AllSquare Wealth Management first reported a position in Arrow Financial in Q2 2017 and has held it in 34 quarters since.
AllSquare Wealth Management's Arrow Financial position peaked at $7K in Q4 2021.
116 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.