Cornerstone Planning Group’s Erie Indemnity ERIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-2
Closed -$422 – 636
2026
Q2
$422 Buy
2
+1
+100% +$229 ﹤0.01% 1741
2026
Q1
$222 Buy
+1
New +$268 ﹤0.01% 1769

Other funds holding ERIE

Cornerstone Planning Group's ERIE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Erie Indemnity (ERIE) in Q3 2026, closing a stake of 2 shares — an estimated $422 sold.

Cornerstone Planning Group first reported a position in ERIE in Q1 2026 and held it in 2 quarters. The position peaked at $422 in Q2 2026. 73 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Erie Indemnity position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Erie Indemnity shares in Q3 2026, an estimated $422.
  • Cornerstone Planning Group first reported a position in Erie Indemnity in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Erie Indemnity position peaked at $422 in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.