True Wealth Design
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
Q3 		$111 Hold
3
– – ﹤0.01% 2430
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's AROW Position: Q3 2026 in Review

True Wealth Design held its Arrow Financial (AROW) position steady in Q3 2026 at 3 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

True Wealth Design first reported a position in AROW in Q1 2025 and has held it in 7 quarters since. The position peaked at $370 in Q1 2026. 15 funds tracked by Wall St. Rank hold AROW as of Q3 2026.

  • True Wealth Design held 3 shares of Arrow Financial worth $111 as of Q3 2026.
  • True Wealth Design left its Arrow Financial share count unchanged in Q3 2026.
  • Arrow Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2430 holding.
  • True Wealth Design first reported a position in Arrow Financial in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Arrow Financial position peaked at $370 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Arrow Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.