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Penko Ivanov

Arrow Financial Corp

Assets Managed
$994.008M
Holdings
157
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-0.9%(2Q avg: 0.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Arrow Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Arrow Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 994.008M in assets, with a quarterly growth rate of -0.9% and a 2-quarter average growth rate of 0.84%. The portfolio is managed by Penko Ivanov, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.49%
12.16%
$120.778M
202,122 shares@ $597.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.02%
8.1%
$80.46M
139,402 shares@ $577.19 avg price
AROW
Arrow Financial Corp
Recent Activity
Increased 0.38%
6.35%
$63.073M
1.879M shares@ $33.57 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 11.35%
6.29%
$62.43M
924,486 shares@ $67.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 8.29%
4.83%
$47.924M
385,520 shares@ $124.31 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 2.2%
4.7%
$46.652M
558,240 shares@ $83.58 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.23%
4.45%
$44.207M
781,325 shares@ $56.59 avg price
IBHF
Ishares Ibond 2026 Hy & Inc
Recent Activity
Increased 10.98%
3.12%
$30.97M
1.349M shares@ $22.96 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -19.3%
2.23%
$22.131M
77,065 shares@ $287.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.01%
1.77%
$17.559M
69,186 shares@ $253.79 avg price

1-10 of 157