Carson Wealth (CWM LLC)
AROW icon

Carson Wealth (CWM LLC)’s Arrow Financial AROW Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$119K Buy
3,552
+991
+39% +$33.1K ﹤0.01% 3109
2025
Q4 		$80K Buy
2,561
+807
+46% +$23.9K ﹤0.01% 3226
2025
Q3 		$50K Buy
1,754
+1,078
+159% +$30.3K ﹤0.01% 3530
2025
Q2 		$18K Buy
676
+291
+76% +$7.41K ﹤0.01% 3966
2025
Q1 		$10K Buy
385
+69
+22% +$1.84K ﹤0.01% 4088
2024
Q4 		$9K Buy
316
+22
+7% +$670 ﹤0.01% 3904
2024
Q3 		$8K Buy
294
+70
+31% +$2.02K ﹤0.01% 3872
2024
Q2 		$6K Buy
224
+46
+26% +$1.1K ﹤0.01% 3747
2024
Q1 		$4K Sell
178
-11
-6% -$276 ﹤0.01% 3727
2023
Q4 		$5K Sell
189
-1,373
-88% -$32K ﹤0.01% 3480
2023
Q3 		$27K Buy
1,562
+1,069
+217% +$19.7K ﹤0.01% 2470
2023
Q2 		$10K Buy
493
+282
+134% +$5.77K ﹤0.01% 3055
2023
Q1 		$5K Buy
211
+85
+67% +$2.5K ﹤0.01% 3260
2022
Q4 		$4K Sell
126
-57
-31% -$1.84K ﹤0.01% 3261
2022
Q3 		$5K Buy
183
+92
+101% +$2.85K ﹤0.01% 3033
2022
Q2 		$3K Sell
91
-288
-76% -$8.65K ﹤0.01% 3158
2022
Q1 		$12K Buy
379
+223
+143% +$7.3K ﹤0.01% 2353
2021
Q4 		$5K Buy
+156
New +$5.26K ﹤0.01% 2692
2019
Q1 		– Sell
-31
Closed -$1K – 2936
2018
Q4 		$1K Hold
31
– – ﹤0.01% 1833
2018
Q3 		$1K Sell
31
-1
-3% -$32 ﹤0.01% 1609
2018
Q2 		$1K Buy
+32
New +$971 ﹤0.01% 1472

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AROW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Arrow Financial (AROW) stake by 39% in Q1 2026, buying an estimated $33.1K and bringing the position to 3,552 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Carson Wealth (CWM LLC) first reported a position in AROW in Q2 2018 and has held it in 21 quarters since. 139 funds tracked by Wall St. Rank hold AROW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,552 shares of Arrow Financial worth $119K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 991 Arrow Financial shares in Q1 2026, an estimated $33.1K.
  • Arrow Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3109 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arrow Financial in Q2 2018 and has held it in 21 quarters since.
  • 139 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.