Compass Financial Group’s Erie Indemnity ERIE Stock Holding History

Compass Financial Group’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 Q3	$250K	Buy	+1,139	New	+$278K	0.17%	40

Other funds holding ERIE

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Columbia Asset Management Ann Arbor, Michigan $576M AUM 25% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Compass Financial Group's ERIE Position: Q3 2026 in Review

Compass Financial Group opened a new position in Erie Indemnity (ERIE) in Q3 2026: 1,139 shares worth $250K. The stake represents 0.17% of the portfolio and ranks #40 among its holdings.

145 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

Compass Financial Group held 1,139 shares of Erie Indemnity worth $250K as of Q3 2026.
Erie Indemnity was a new Compass Financial Group position in Q3 2026.
Erie Indemnity made up 0.17% of Compass Financial Group's portfolio in Q3 2026, its #40 holding.
145 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Compass Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.