Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Arrow Financial Corp, an institutional investment manager based in Glens Falls, NY. The report covers the quarter ended March 31, 2026, and was signed by Penko Ivanov, Chief Financial Officer, on May 11, 2026. The filing includes holdings for Arrow Financial Corp and one other included manager, Arrow Bank National Association.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's operational financial performance. Consequently, the filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reported Holdings: $994,008,270
- Total Number of Holdings Entries: 278
- Number of Other Included Managers: 1 (Arrow Bank National Association)
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or composition versus the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing is a regulatory disclosure of securities holdings and does not contain management commentary, forward-looking guidance, risk factors, contingencies, or unusual items regarding the company's future operations.
Important Facts for Investors to Verify
- Verify the specific composition of the 278 reported holdings to understand the portfolio's sector concentration.
- Confirm the relationship between Arrow Financial Corp and the included manager, Arrow Bank National Association, to assess consolidated exposure.
- Note that this filing reflects only equity securities required to be reported under Section 13(f) of the Exchange Act and excludes other asset classes such as bonds, cash, or derivatives.
- Check subsequent filings for updates on the $994 million portfolio value as market conditions change.