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Capital Advisors Ltd’s Erie Indemnity ERIE Stock Holding History

Capital Advisors Ltd’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Buy
51
+49
+2,450% +$11.2K ﹤0.01% 815
2026
Q1 		$1K Hold
2
– – ﹤0.01% 1199
2025
Q4 		$1K Hold
2
– – ﹤0.01% 1177
2025
Q3 		$1K Buy
+2
New +$691 ﹤0.01% 1179
2024
Q4 		– Sell
-1
Closed -$1K – 1432
2024
Q3 		$1K Buy
+1
New +$455 ﹤0.01% 1187
2023
Q2 		– Sell
-2
Closed – – 1356
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1291
2022
Q4 		$0 Hold
2
– – ﹤0.01% 1324
2022
Q3 		$0 Sell
2
-1
-33% -$211 ﹤0.01% 1303
2022
Q2 		$1K Buy
+3
New +$522 ﹤0.01% 772

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Advisors Ltd's ERIE Position: Q2 2026 in Review

Capital Advisors Ltd increased its Erie Indemnity (ERIE) stake by 2,450% in Q2 2026, buying an estimated $11.2K and bringing the position to 51 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Capital Advisors Ltd first reported a position in ERIE in Q2 2022 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Capital Advisors Ltd held 51 shares of Erie Indemnity worth $12K as of Q2 2026.
  • Capital Advisors Ltd bought 49 Erie Indemnity shares in Q2 2026, an estimated $11.2K.
  • Erie Indemnity made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #815 holding.
  • Capital Advisors Ltd first reported a position in Erie Indemnity in Q2 2022 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.