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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
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

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

EverSource Wealth Advisors's AROW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Arrow Financial (AROW) stake by 2.6% in Q1 2026, buying an estimated $568 and bringing the position to 679 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

EverSource Wealth Advisors first reported a position in AROW in Q3 2023 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold AROW as of Q1 2026.

  • EverSource Wealth Advisors held 679 shares of Arrow Financial worth $22.8K as of Q1 2026.
  • EverSource Wealth Advisors bought 17 Arrow Financial shares in Q1 2026, an estimated $568.
  • Arrow Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2423 holding.
  • EverSource Wealth Advisors first reported a position in Arrow Financial in Q3 2023 and has held it in 11 quarters since.
  • 139 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.