Essential Partners
AROW icon

Essential Partners’s Arrow Financial AROW Stock Holding History

Essential Partners’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
Q3 		$2.87K Hold
78
– – ﹤0.01% 1774
2026
Q2 		$3.2K Sell
78
-12
-13% -$445 ﹤0.01% 1759
2026
Q1 		$3.02K Sell
90
-79
-47% -$2.64K ﹤0.01% 1820
2025
Q4 		$5.31K Buy
169
+18
+12% +$532 ﹤0.01% 1402
2025
Q3 		$4.27K Buy
151
+134
+788% +$3.77K ﹤0.01% 1484
2025
Q2 		$449 Buy
+17
New +$433 ﹤0.01% 1732

Other funds holding AROW

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's AROW Position: Q3 2026 in Review

Essential Partners held its Arrow Financial (AROW) position steady in Q3 2026 at 78 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Essential Partners first reported a position in AROW in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.31K in Q4 2025. 15 funds tracked by Wall St. Rank hold AROW as of Q3 2026.

  • Essential Partners held 78 shares of Arrow Financial worth $2.87K as of Q3 2026.
  • Essential Partners left its Arrow Financial share count unchanged in Q3 2026.
  • Arrow Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1774 holding.
  • Essential Partners first reported a position in Arrow Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Arrow Financial position peaked at $5.31K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.