Creative Planning

Position in AROW — Arrow Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in AROW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$906,001

+$401,008 QoQ

Shares Held

22,103

+46.9% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#46

of 146 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. AROW ranks #150 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	834,708	$50,416,362
2	PNC	Pnc Financial Services Group, Inc.	139,365	$34,314,449
3	KB	KB Financial Group Inc.	298,911	$31,373,698
4	CFG	Citizens Financial Group Inc/Ri	434,304	$30,431,680
5	WF	Woori Financial Group Inc.	519,254	$29,805,179
6	SHG	Shinhan Financial Group Co Ltd	471,068	$29,795,050
7	FITB	Fifth Third Bancorp	455,485	$25,675,688
8	TFC	Truist Financial Corp	513,102	$25,562,741

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906,001	22,103	+46.9%	Shares	Defined	2026-08-13
2026-03-31	$504,993	15,043	+85.1%	Shares	Sole	2026-05-12
2024-03-31	$203,387	8,129	+2.4%	Shares	Sole	2024-05-13
2023-12-31	$221,787	7,938	-21.5%	Shares	Sole	2024-02-14
2023-09-30	$172,123	10,113	-34.3%	Shares	Sole	2023-11-16
2023-06-30	$310,135	15,399	+34.7%	Shares	Sole	2023-07-21
2023-03-31	$284,771	11,432	+21.0%	Shares	Sole	2023-05-15
2022-12-31	$320,185	9,445	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$271,397	9,417	-1.0%	Shares	Sole	2022-11-03
2022-06-30	$302,449	9,508	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.