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Pinnacle Wealth Planning Services’s Arrow Financial AROW Stock Holding History

Pinnacle Wealth Planning Services’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 		$71.5K Hold
1,745
– – 0.01% 1059
2026
Q1 		$58.6K Sell
1,745
-2,300
-57% -$76.8K 0.01% 1109
2025
Q4 		$127K Buy
+4,045
New +$120K 0.01% 662
2024
Q4 		– Sell
-8,216
Closed -$235K – 404
2024
Q3 		$235K Hold
8,216
– – 0.03% 396
2024
Q2 		$214K Hold
8,216
– – 0.03% 404
2024
Q1 		$206K Hold
8,216
– – 0.03% 422
2023
Q4 		$230K Buy
+8,216
New +$192K 0.04% 351

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

Pinnacle Wealth Planning Services's AROW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Arrow Financial (AROW) position steady in Q2 2026 at 1,745 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #1059.

Pinnacle Wealth Planning Services first reported a position in AROW in Q4 2023 and has held it in 7 quarters since. The position peaked at $235K in Q3 2024. 147 funds tracked by Wall St. Rank hold AROW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,745 shares of Arrow Financial worth $71.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Arrow Financial share count unchanged in Q2 2026.
  • Arrow Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1059 holding.
  • Pinnacle Wealth Planning Services first reported a position in Arrow Financial in Q4 2023 and has held it in 7 quarters since.
  • Pinnacle Wealth Planning Services's Arrow Financial position peaked at $235K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Arrow Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.