Creative Planning
AROW icon

Creative Planning’s Arrow Financial AROW Stock Holding History

Creative Planning’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 		$505K Buy
+15,043
New +$503K ﹤0.01% 3025
2024
Q2 		– Sell
-8,129
Closed -$203K – 3076
2024
Q1 		$203K Buy
8,129
+191
+2% +$4.79K ﹤0.01% 2559
2023
Q4 		$222K Sell
7,938
-2,175
-22% -$50.7K ﹤0.01% 2336
2023
Q3 		$172K Sell
10,113
-5,748
-36% -$106K ﹤0.01% 2287
2023
Q2 		$310K Buy
15,861
+4,086
+35% +$83.6K ﹤0.01% 1890
2023
Q1 		$285K Buy
11,775
+2,047
+21% +$60.2K ﹤0.01% 1859
2022
Q4 		$320K Buy
9,728
+28
+0.3% +$905 ﹤0.01% 1676
2022
Q3 		$271K Sell
9,700
-387
-4% -$12K ﹤0.01% 1717
2022
Q2 		$302K Buy
+10,087
New +$303K ﹤0.01% 1605
2017
Q3 		– Sell
-33
Closed -$1K – 1993
2017
Q2 		$1K Hold
33
– – ﹤0.01% 4402
2017
Q1 		$1K Hold
33
– – ﹤0.01% 4397
2016
Q4 		$1K Hold
33
– – ﹤0.01% 4393
2016
Q3 		$1K Sell
33
-1
-3% -$25 ﹤0.01% 4348
2016
Q2 		$1K Hold
34
– – ﹤0.01% 4136
2016
Q1 		$1K Hold
34
– – ﹤0.01% 4083
2015
Q4 		$1K Sell
34
-6,719
-99% -$148K ﹤0.01% 4175
2015
Q3 		$142K Buy
+6,753
New +$143K ﹤0.01% 1377
2015
Q2 		– Sell
-2,858
Closed -$60K – 1210
2015
Q1 		$60K Hold
2,858
– – ﹤0.01% 1888
2014
Q4 		$61K Hold
2,858
– – ﹤0.01% 1866
2014
Q3 		$55K Buy
2,858
+2,822
+7,839% +$55.8K ﹤0.01% 1853
2014
Q2 		$1K Sell
36
-1,128
-97% -$22K ﹤0.01% 3609
2014
Q1 		$23K Buy
1,164
+1,128
+3,133% +$22.1K ﹤0.01% 2277
2013
Q4 		$1K Sell
36
-785
-96% -$15.6K ﹤0.01% 3191
2013
Q3 		$16K Buy
+821
New +$16K ﹤0.01% 2208

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Creative Planning's AROW Position: Q1 2026 in Review

Creative Planning opened a new position in Arrow Financial (AROW) in Q1 2026: 15,043 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #3025 among its holdings. This is a return to the name: Creative Planning previously reported a position in AROW as recently as Q1 2024.

Creative Planning first reported a position in AROW in Q3 2013 and has held it in 24 quarters since. 139 funds tracked by Wall St. Rank hold AROW as of Q1 2026.

  • Creative Planning held 15,043 shares of Arrow Financial worth $505K as of Q1 2026.
  • Arrow Financial was a new Creative Planning position in Q1 2026.
  • Arrow Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3025 holding.
  • Creative Planning first reported a position in Arrow Financial in Q3 2013 and has held it in 24 quarters since.
  • 139 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.