Arrow Financial Corp.
Arrow Financial Corporation is a regional bank holding company founded in 1851 and headquartered in Glens Falls, NY. The firm operates primarily in northeastern New York State, providing commercial and consumer banking services, insurance, wealth management, retirement planning, trust, estate administration, and investment advisory services for proprietary mutual funds. It serves individuals, businesses, and institutions, and has around 554 employees.
Investment Strategy
Arrow Financial Corporation manages a diversified portfolio of commercial and consumer banking activities, focusing on full-service lending (including term loans, commercial real estate loans, consumer installment loans, residential real estate loans, and indirect lending), deposit products, retirement planning, insurance, and wealth management. Its investment approach emphasizes prudent underwriting standards, community banking, and providing tailored financial solutions within its regional market footprint, primarily serving the needs of individual, corporate, and institutional clients in upstate New York.
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 13.30% | $130.0M | 212,345 | $375.66 | $612.38 | +$7.5M |
Q QQQ | INVESCO QQQ TRUST SERIES 1 | 9.36% | $91.5M | 152,428 | $413.69 | $600.37 | +$4.1M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 5.78% | $56.5M | 865,771 | $47.71 | $65.26 | +$2.3M |
A AROW | ARROW FINANCIAL CORPORATION | 5.37% | $52.6M | 1,857,332 | $20.65 | $28.30 | +$2.7M |
I IJR | ISHARES CORE S&P SMALL-CAP ETF | 4.59% | $44.9M | 377,876 | $98.06 | $118.83 | +$2.9M |