13F-HR: Arrow Financial Corp 13F Holdings Report Q1 2026

Arrow Financial Corp filed its quarterly 13F holdings report for the period ending March 31, 2026, detailing a total portfolio value of $994,008,270 across 278 holdings.

Summary

• Arrow Financial Corp has submitted its Form 13F filing for the quarter ended March 31, 2026.
• The filing reports a total portfolio value of $994,008,270.
• The company holds a total of 278 distinct investment positions.
• The filing includes holdings from Arrow Bank National Association as an included manager.
• The majority of holdings are reported as 'DFND' (defensive) with 'OTR' (other) as a secondary category.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of holdings and does not provide performance data or forward-looking statements.

Positives

• Significant portfolio value of over $994 million indicates substantial investment activity.
• A diversified portfolio with 278 holdings suggests a broad investment strategy.
• The inclusion of Arrow Bank National Association as a reporting manager indicates a consolidated view of assets under management.

Negatives

• The filing is a standard disclosure and does not inherently contain negative financial performance indicators for Arrow Financial Corp itself.
• Specific details on the performance of individual holdings are not provided in this report.

Risks

• Market volatility inherent in equity and bond markets could impact the value of the reported holdings.
• Concentration in certain sectors or individual stocks, if present, could pose specific risks.
• Interest rate fluctuations could affect the value of bond holdings, particularly those with longer maturities.

Future Outlook

This filing is a snapshot of holdings as of March 31, 2026, and does not contain forward-looking statements or specific guidance from Arrow Financial Corp regarding future performance or strategy.

Industry Context

StockSavvy.ai notes that Form 13F filings are standard disclosures for institutional investment managers, providing transparency into their equity holdings. The large number of holdings and significant portfolio value suggest Arrow Financial Corp is a substantial player in asset management.

Comparison to Industry Standards

• The total portfolio value of $994 million places Arrow Financial Corp among significant institutional investors.
• The diversity of holdings (278) is comparable to other large asset managers, indicating a strategy to mitigate risk through diversification.
• The specific mix of equities and ETFs, including broad market ETFs like SPDR S&P 500 ETF Trust and Vanguard S&P 500 ETF, aligns with common investment strategies seen across the industry.

Stakeholder Impact

• Shareholders can gain insight into the company's investment strategy and the types of assets managed.
• Investors can use this data to understand the market exposure of Arrow Financial Corp.

Next Steps

• Monitor future 13F filings from Arrow Financial Corp to observe changes in holdings and investment strategy.
• Analyze the performance of the reported holdings through other market data sources.

Key Dates

Keywords

13F, Arrow Financial Corp, SEC Filing, Investment Holdings, Portfolio, Equities, Bonds, Form 13F-HR, Arrow Bank National Association, Quarterly Report