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CoreCap Advisors’s Erie Indemnity ERIE Stock Holding History

CoreCap Advisors’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 		$11.8K Sell
54
-21
-28% -$5.12K ﹤0.01% 2010
2026
Q2 		$18K Buy
75
+73
+3,650% +$16.7K ﹤0.01% 1842
2026
Q1 		$503 Buy
+2
New +$537 ﹤0.01% 2649

Other funds holding ERIE

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors's ERIE Position: Q3 2026 in Review

CoreCap Advisors reduced its Erie Indemnity (ERIE) stake by 28% in Q3 2026, selling an estimated $5.12K and leaving 54 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

CoreCap Advisors first reported a position in ERIE in Q1 2026 and has held it in 3 quarters since. The position peaked at $18K in Q2 2026. 13 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • CoreCap Advisors held 54 shares of Erie Indemnity worth $11.8K as of Q3 2026.
  • CoreCap Advisors sold 21 Erie Indemnity shares in Q3 2026, an estimated $5.12K.
  • Erie Indemnity made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2010 holding.
  • CoreCap Advisors first reported a position in Erie Indemnity in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Erie Indemnity position peaked at $18K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.