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Essential Partners’s Erie Indemnity ERIE Stock Holding History

Essential Partners’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 		$12.7K Sell
58
-110
-65% -$26.8K 0.01% 1108
2026
Q2 		$40.3K Buy
168
+161
+2,300% +$36.9K 0.02% 667
2026
Q1 		$1.76K Buy
7
+4
+133% +$1.07K ﹤0.01% 2056
2025
Q4 		$860 Buy
3
+2
+200% +$597 ﹤0.01% 2082
2025
Q3 		$318 Buy
+1
New +$345 ﹤0.01% 2306

Other funds holding ERIE

Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Essential Partners's ERIE Position: Q3 2026 in Review

Essential Partners reduced its Erie Indemnity (ERIE) stake by 65% in Q3 2026, selling an estimated $26.8K and leaving 58 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #1108.

Essential Partners first reported a position in ERIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $40.3K in Q2 2026. 30 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Essential Partners held 58 shares of Erie Indemnity worth $12.7K as of Q3 2026.
  • Essential Partners sold 110 Erie Indemnity shares in Q3 2026, an estimated $26.8K.
  • Erie Indemnity made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1108 holding.
  • Essential Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Erie Indemnity position peaked at $40.3K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.