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

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

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. 6 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.
6 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.