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AROW icon

True Wealth Design’s Arrow Financial AROW Stock Holding History

True Wealth Design’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 		$123 Sell
3
-8
-73% -$297 ﹤0.01% 2520
2026
Q1 		$370 Buy
11
+1
+10% +$33 ﹤0.01% 2156
2025
Q4 		$314 Buy
10
+2
+25% +$59 ﹤0.01% 2104
2025
Q3 		$227 Buy
8
+4
+100% +$112 ﹤0.01% 2273
2025
Q2 		$106 Hold
4
– – ﹤0.01% 2227
2025
Q1 		$106 Buy
+4
New +$107 ﹤0.01% 2170

Other funds holding AROW

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's AROW Position: Q2 2026 in Review

True Wealth Design reduced its Arrow Financial (AROW) stake by 73% in Q2 2026, selling an estimated $297 and leaving 3 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

True Wealth Design first reported a position in AROW in Q1 2025 and has held it in 6 quarters since. The position peaked at $370 in Q1 2026. 7 funds tracked by Wall St. Rank hold AROW as of Q2 2026.

  • True Wealth Design held 3 shares of Arrow Financial worth $123 as of Q2 2026.
  • True Wealth Design sold 8 Arrow Financial shares in Q2 2026, an estimated $297.
  • Arrow Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2520 holding.
  • True Wealth Design first reported a position in Arrow Financial in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Arrow Financial position peaked at $370 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Arrow Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.