CX Institutional’s Erie Indemnity ERIE Stock Holding History

CX Institutional’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	$187K	Sell	853 -112	-12%	-$27.3K	0.01%	762
2026 Q2	$231K	Buy	965 +419	+77%	+$96.1K	0.01%	717
2026 Q1	$137K	Sell	546 -191	-26%	-$51.3K	﹤0.01%	799
2025 Q4	$211K	Buy	737 +241	+49%	+$71.9K	0.01%	696
2025 Q3	$158K	Sell	496 -9	-2%	-$3.11K	﹤0.01%	750
2025 Q2	$175K	Sell	505 -167	-25%	-$61.9K	0.01%	670
2025 Q1	$282K	Buy	+672	New	+$274K	0.01%	497

Other funds holding ERIE

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

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

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

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

CX Institutional's ERIE Position: Q3 2026 in Review

CX Institutional reduced its Erie Indemnity (ERIE) stake by 12% in Q3 2026, selling an estimated $27.3K and leaving 853 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #762.

CX Institutional first reported a position in ERIE in Q1 2025 and has held it in 7 quarters since. The position peaked at $282K in Q1 2025. 73 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

CX Institutional held 853 shares of Erie Indemnity worth $187K as of Q3 2026.
CX Institutional sold 112 Erie Indemnity shares in Q3 2026, an estimated $27.3K.
Erie Indemnity made up 0.01% of CX Institutional's portfolio in Q3 2026, its #762 holding.
CX Institutional first reported a position in Erie Indemnity in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Erie Indemnity position peaked at $282K in Q1 2025.
73 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.