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
Q2 		$906K Buy
22,103
+7,060
+47% +$262K ﹤0.01% 2722
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 $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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's AROW Position: Q2 2026 in Review

Creative Planning increased its Arrow Financial (AROW) stake by 47% in Q2 2026, buying an estimated $262K and bringing the position to 22,103 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Creative Planning first reported a position in AROW in Q3 2013 and has held it in 25 quarters since. 147 funds tracked by Wall St. Rank hold AROW as of Q2 2026.

  • Creative Planning held 22,103 shares of Arrow Financial worth $906K as of Q2 2026.
  • Creative Planning bought 7,060 Arrow Financial shares in Q2 2026, an estimated $262K.
  • Arrow Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2722 holding.
  • Creative Planning first reported a position in Arrow Financial in Q3 2013 and has held it in 25 quarters since.
  • 147 funds tracked by Wall St. Rank held Arrow Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.