SVB Wealth’s Arrow Financial AROW Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-154	Closed	-$4.05K	–	549
2025 Q1	$4.05K	Buy	+154	New	+$4.12K	﹤0.01%	1077

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

SVB Wealth's AROW Position: Q2 2025 in Review

SVB Wealth sold out of Arrow Financial (AROW) in Q2 2025, closing a stake of 154 shares — an estimated $4.05K sold.

SVB Wealth first reported a position in AROW in Q1 2025 and held it in 1 quarter. The position peaked at $4.05K in Q1 2025. 105 funds tracked by Wall St. Rank hold AROW as of Q2 2025.

SVB Wealth reported no remaining Arrow Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 154 Arrow Financial shares in Q2 2025, an estimated $4.05K.
SVB Wealth first reported a position in Arrow Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Arrow Financial position peaked at $4.05K in Q1 2025.
105 funds tracked by Wall St. Rank held Arrow Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.