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Waldron Private Wealth’s Arrow Financial AROW Stock Holding History

Waldron Private 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
2026
Q1 		– Sell
-10,955
Closed -$344K – 343
2025
Q4 		$344K Hold
10,955
– – 0.01% 251
2025
Q3 		$310K Hold
10,955
– – 0.01% 253
2025
Q2 		$289K Hold
10,955
– – 0.01% 255
2025
Q1 		$288K Hold
10,955
– – 0.01% 249
2024
Q4 		$315K Hold
10,955
– – 0.01% 323
2024
Q3 		$314K Sell
10,955
-13,000
-54% -$375K 0.01% 320
2024
Q2 		$624K Hold
23,955
– – 0.03% 203
2024
Q1 		$599K Hold
23,955
– – 0.03% 213
2023
Q4 		$669K Hold
23,955
– – 0.03% 196
2023
Q3 		$408K Sell
23,955
-1
-0% -$18 0.02% 254
2023
Q2 		$468K Hold
23,956
– – 0.02% 239
2023
Q1 		$579K Hold
23,956
– – 0.03% 232
2022
Q4 		$670K Hold
23,956
– – 0.04% 201
2022
Q3 		$670K Hold
23,956
– – 0.04% 201
2022
Q2 		$718K Hold
23,956
– – 0.04% 198
2022
Q1 		$732K Hold
23,956
– – 0.04% 217
2021
Q4 		$795K Hold
23,956
– – 0.04% 204
2021
Q3 		$775K Sell
23,956
-1
-0% -$33 0.05% 177
2021
Q2 		$788K Hold
23,957
– – 0.05% 163
2021
Q1 		$730K Hold
23,957
– – 0.05% 154
2020
Q4 		$655K Hold
23,957
– – 0.05% 160
2020
Q3 		$550K Sell
23,957
-1
-0% -$25 0.05% 161
2020
Q2 		$632K Hold
23,958
– – 0.06% 142
2020
Q1 		$593K Hold
23,958
– – 0.06% 132
2019
Q4 		$804K Buy
23,958
+9,736
+68% +$306K 0.07% 127
2019
Q3 		$421K Buy
+14,222
New +$410K 0.04% 154

Other funds holding AROW

AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Waldron Private Wealth's AROW Position: Q1 2026 in Review

Waldron Private Wealth sold out of Arrow Financial (AROW) in Q1 2026, closing a stake of 10,955 shares — an estimated $344K sold.

Waldron Private Wealth first reported a position in AROW in Q3 2019 and held it in 26 quarters. The position peaked at $804K in Q4 2019. 139 funds tracked by Wall St. Rank hold AROW as of Q1 2026.

  • Waldron Private Wealth reported no remaining Arrow Financial position as of Q1 2026 after selling out during the quarter.
  • Waldron Private Wealth sold 10,955 Arrow Financial shares in Q1 2026, an estimated $344K.
  • Waldron Private Wealth first reported a position in Arrow Financial in Q3 2019 and held it in 26 quarters.
  • Waldron Private Wealth's Arrow Financial position peaked at $804K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held Arrow Financial as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.