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 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

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's AROW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Arrow Financial (AROW) stake by 57% in Q1 2026, selling an estimated $76.8K and leaving 1,745 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #1109.

Pinnacle Wealth Planning Services first reported a position in AROW in Q4 2023 and has held it in 6 quarters since. The position peaked at $235K in Q3 2024. 139 funds tracked by Wall St. Rank hold AROW as of Q1 2026.

Pinnacle Wealth Planning Services held 1,745 shares of Arrow Financial worth $58.6K as of Q1 2026.
Pinnacle Wealth Planning Services sold 2,300 Arrow Financial shares in Q1 2026, an estimated $76.8K.
Arrow Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1109 holding.
Pinnacle Wealth Planning Services first reported a position in Arrow Financial in Q4 2023 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Arrow Financial position peaked at $235K in Q3 2024.
139 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.