EverSource Wealth Advisors’s Arrow Financial AROW Stock Holding History

EverSource Wealth Advisors’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	$13.8K	Sell	337 -342	-50%	-$12.7K	﹤0.01%	2701
2026 Q1	$22.8K	Buy	679 +17	+3%	+$568	﹤0.01%	2423
2025 Q4	$20.8K	Sell	662 -43	-6%	-$1.27K	﹤0.01%	2358
2025 Q3	$20K	Buy	705 +13	+2%	+$366	﹤0.01%	2354
2025 Q2	$18.3K	Buy	692 +361	+109%	+$9.19K	﹤0.01%	2368
2025 Q1	$8.7K	Buy	331 +6	+2%	+$160	﹤0.01%	2184
2024 Q4	$9.33K	Hold	325	–	–	﹤0.01%	2033
2024 Q3	$9.31K	Hold	325	–	–	﹤0.01%	1907
2024 Q2	$10.2K	Hold	325	–	–	﹤0.01%	1842
2024 Q1	$7.24K	Hold	325	–	–	﹤0.01%	1853
2023 Q4	$9.08K	Sell	325 -89	-21%	-$2.08K	﹤0.01%	1593
2023 Q3	$7.05K	Buy	+414	New	+$7.62K	﹤0.01%	1551

Other funds holding AROW

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's AROW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Arrow Financial (AROW) stake by 50% in Q2 2026, selling an estimated $12.7K and leaving 337 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

EverSource Wealth Advisors first reported a position in AROW in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.8K in Q1 2026. 147 funds tracked by Wall St. Rank hold AROW as of Q2 2026.

EverSource Wealth Advisors held 337 shares of Arrow Financial worth $13.8K as of Q2 2026.
EverSource Wealth Advisors sold 342 Arrow Financial shares in Q2 2026, an estimated $12.7K.
Arrow Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2701 holding.
EverSource Wealth Advisors first reported a position in Arrow Financial in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Arrow Financial position peaked at $22.8K in Q1 2026.
147 funds tracked by Wall St. Rank held Arrow Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.