Econ Financial Services
ERIE icon

Econ Financial Services’s Erie Indemnity ERIE Stock Holding History

Econ Financial Services’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 		– Sell
-1,122
Closed -$269K – 95
2026
Q2 		$269K Sell
1,122
-157
-12% -$36K 0.13% 69
2026
Q1 		$321K Sell
1,279
-146
-10% -$39.2K 0.15% 72
2025
Q4 		$408K Hold
1,425
– – 0.2% 70
2025
Q3 		$453K Hold
1,425
– – 0.23% 70
2025
Q2 		$494K Buy
1,425
+125
+10% +$46.4K 0.25% 74
2025
Q1 		$545K Hold
1,300
– – 0.29% 70
2024
Q4 		$536K Hold
1,300
– – 0.31% 69
2024
Q3 		$702K Sell
1,300
-1,257
-49% -$572K 0.39% 53
2024
Q2 		$927K Sell
2,557
-190
-7% -$72.2K 0.57% 65
2024
Q1 		$1.1M Sell
2,747
-24
-0.9% -$8.83K 0.68% 53
2023
Q4 		$928K Sell
2,771
-163
-6% -$49K 0.65% 42
2023
Q3 		$862K Sell
2,934
-552
-16% -$143K 0.63% 39
2023
Q2 		$732K Sell
3,486
-8
-0.2% -$1.78K 0.52% 63
2023
Q1 		$809K Buy
3,494
+3
+0.1% +$717 0.61% 66
2022
Q4 		$868K Sell
3,491
-583
-14% -$150K 0.88% 36
2022
Q3 		$906K Sell
4,074
-273
-6% -$57.5K 0.75% 49
2022
Q2 		$835K Sell
4,347
-53
-1% -$9.22K 0.67% 43
2022
Q1 		$775K Hold
4,400
– – 0.57% 42
2021
Q4 		$848K Buy
+4,400
New +$884K 0.63% 49
2019
Q2 		$2.5M Sell
9,832
-14,405
-59% -$2.98M 3.46% 9
2019
Q1 		$4.33M Hold
24,237
– – 6.47% 2
2018
Q4 		$3.23M Buy
+24,237
New +$3.14M 4.92% 1

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Econ Financial Services's ERIE Position: Q3 2026 in Review

Econ Financial Services sold out of Erie Indemnity (ERIE) in Q3 2026, closing a stake of 1,122 shares — an estimated $269K sold.

Econ Financial Services first reported a position in ERIE in Q4 2018 and held it in 22 quarters. The position peaked at $4.33M in Q1 2019. 195 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Econ Financial Services reported no remaining Erie Indemnity position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 1,122 Erie Indemnity shares in Q3 2026, an estimated $269K.
  • Econ Financial Services first reported a position in Erie Indemnity in Q4 2018 and held it in 22 quarters.
  • Econ Financial Services's Erie Indemnity position peaked at $4.33M in Q1 2019.
  • 195 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

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