Arkolith/Funds/Arrow Financial Corp

Arrow Financial Corp

CIK 717538
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Arrow Financial Corp holds a focused book of 162 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Ishares Ibonds 2027 Hy Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
6
bought for the first time
+3 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.3%
+14.3%/yr · since Nov '24
Their reported book
+22.5%
held from quarter-end
S&P 500
+35.3%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Arrow Financial Corp (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.8 points over this window.

Growth of $10,000 cloning Arrow Financial Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
55%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

32% mapped to company sectors

ETFs / funds
66%
Financials
10%
Information Technology
9%
Communication Services
3%
Industrials
3%
Health Care
2%
Consumer Discretionary
2%
No sector on file yet
2%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Arrow Financial Corp

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
Prospect Hill Management, LLC11 / 80$250.0M
Hoffman, Alan N Investment Management8 / 80$161.4M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Conway Capital Management, Inc.17 / 80$197.2M
Ardent Capital Management, Inc.19 / 80$210.4M
Hamilton Capital Partners, LLC12 / 80$299.6M

Ranked by the share of each fund's own book sitting in the names it shares with Arrow Financial Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

162 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
Equities
$137.0M199.4K
12.3%
−1.3%
Reduced · −3K sh
2Invesco QQQ Trust Series 1
Equities
$105.3M143.0K
9.4%
+2.6%
Added · +4K sh
3Arrow Financial Corporation
Equities
$76.2M1.86M
6.8%
−1.0%
Reduced · −19K sh
4Ishares Core S&P Mid-Cap ETF
Equities
$69.8M905.6K
6.3%
−2.0%
Reduced · −19K sh
5Ishares Core S&P Small-Cap ETF
Equities
$53.6M361.2K
4.8%
−6.3%
Reduced · −24K sh
6Ishares Core Msci Dev MKTS ETF
Equities
$50.5M567.5K
4.5%
+1.6%
Added · +9K sh
7SPDR Portfolio S&P 500 Value ETF
Equities
$46.8M770.4K
4.2%
−1.4%
Reduced · −11K sh
8Ishares TR Ibonds 2027 Term ETF
Equities
$32.9M1.49M
3.0%
New
New position
9Vanguard Mid-Cap ETF
Equities
$24.0M297.3K
2.1%
+286%
Added · +220K sh
10Tema Electrification ETF
Equities
$21.0M501.3K
1.9%
+8.1%
Added · +38K sh
11Apple Inc
Equities
$19.6M67.7K
1.8%
−2.1%
Reduced · −1K sh
12Nvidia Corp
Equities
$19.3M96.5K
1.7%
−3.4%
Reduced · −3K sh
13Alphabet Inc CL A
Equities
$18.3M51.1K
1.6%
−3.4%
Reduced · −2K sh
14Ishares 10-20 Year Treasury Bond ETF
Equities
$17.7M176.3K
1.6%
+95%
Added · +86K sh
15J P Morgan Exchange Traded FD Equity Premium
Equities
$17.4M307.4K
1.6%
+20%
Added · +51K sh
16Ishares Ibonds Dec 2032 TC ETF
Equities
$15.9M630.9K
1.4%
+2.7%
Added · +16K sh
17Ishares TR Ibonds Dec 2035
Equities
$15.8M615.5K
1.4%
+4.9%
Added · +29K sh
18Ishares Ibonds Dec 2033 Corp
Equities
$15.7M610.1K
1.4%
+3.4%
Added · +20K sh
19Ishares Ibonds Dec 2031 Term Corp
Equities
$15.5M742.0K
1.4%
+2.6%
Added · +19K sh
20Ishares Ibonds Dec 2030 Term Corp
Equities
$15.3M702.8K
1.4%
+2.6%
Added · +18K sh
21Ishares Ibonds Dec 2029 Term Corp
Equities
$15.2M656.0K
1.4%
+2.2%
Added · +14K sh
22Ishares Ibonds Dec 2028 Term Corp
Equities
$14.9M591.5K
1.3%
+2.4%
Added · +14K sh
23Microsoft Corp
Equities
$13.4M35.9K
1.2%
+0.6%
Added · +205 sh
24Ishares Ibonds Dec 2034 TM Corp
Equities
$13.3M512.4K
1.2%
+16%
Added · +71K sh
25Vanguard Small-Cap ETF
Equities
$9.2M30.2K
0.8%
−3.4%
Reduced · −1K sh
26Amazon.com Inc
Equities
$9.1M38.4K
0.8%
−1.8%
Reduced · −686 sh
27Marvell Technology Inc
Equities
$7.9M26.5K
0.7%
−6.8%
Reduced · −2K sh
28JP Morgan Chase & Co
Equities
$7.8M23.8K
0.7%
−2.4%
Reduced · −581 sh
29AB New York Intermediate Muni ETF
Equities
$6.7M268.1K
0.6%
+4.4%
Added · +11K sh
30Amphenol Corp CL A
Equities
$6.6M37.5K
0.6%
−3.6%
Reduced · −1K sh
31Ishares Core U.S. Aggregate
Equities
$6.2M62.2K
0.6%
−0.2%
Reduced · −125 sh
32Caterpillar Inc
Equities
$6.0M5.6K
0.5%
−4.8%
Reduced · −286 sh
33Palo Alto Networks Inc
Equities
$5.5M16.0K
0.5%
+3.4%
Added · +524 sh
34Cisco Systems Inc
Equities
$5.3M45.5K
0.5%
−4.1%
Reduced · −2K sh
35Lilly Eli & Co
Equities
$5.3M4.4K
0.5%
−5.9%
Reduced · −275 sh
36Home Depot Inc
Equities
$5.2M14.9K
0.5%
+0.3%
Added · +53 sh
37Ishares Ibonds Dec 2027 Term Corp
Equities
$5.1M209.5K
0.5%
−52%
Reduced · −225K sh
38Ishares Ibonds Dec 2026 Term Corp
Equities
$4.9M200.8K
0.4%
−53%
Reduced · −225K sh
39Johnson & Johnson
Equities
$4.7M18.4K
0.4%
−3.4%
Reduced · −649 sh
40Visa Inc CL A
Equities
$4.6M13.5K
0.4%
−1.7%
Reduced · −236 sh
41Oracle Corporation
Equities
$4.6M31.1K
0.4%
−0.5%
Reduced · −171 sh
42Meta Platforms Inc CL A
Equities
$4.5M8.1K
0.4%
+0.6%
Added · +47 sh
43Berkshire Hathaway Inc-CL B
Equities
$4.5M9.0K
0.4%
−1.1%
Reduced · −104 sh
44Ishares New York Muni Bond ETF
Mutual Funds
$4.5M82.9K
0.4%
−3.8%
Reduced · −3K sh
45Vanguard Short Term Corp Bond ETF
Equities
$4.4M55.6K
0.4%
−7.9%
Reduced · −5K sh
46Alphabet Inc CL C
Equities
$3.8M10.9K
0.3%
+0.7%
Added · +79 sh
47Exxon Mobil Corp
Equities
$3.7M27.0K
0.3%
−0.9%
Reduced · −255 sh
48Bank Of America Corp
Equities
$3.4M60.5K
0.3%
−3.8%
Reduced · −2K sh
49Ishares TR Ibonds Dec 2036 Term Corp. ETF
Equities
$3.3M132.1K
0.3%
New
New position
50BlackRock Inc
Equities
$3.2M3.4K
0.3%
−1.2%
Reduced · −42 sh
Showing 50 of 162 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2026Q3 2024 · $1.1BQ2 2026 · $1.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 202631d281$1.1B13F-HR
Q1 2026Mar 31, 2026May 11, 202641d278$994.0M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d318$1.0B13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d288$978.0M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202542d286$949.7M13F-HR
Q1 2025Mar 31, 2025May 5, 202535d310$894.5M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d486$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 4, 202435d720$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.