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Formidable Asset Management’s Erie Indemnity ERIE Stock Holding History

Formidable Asset Management’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
Q2 		$332K Hold
1,385
– – 0.05% 302
2026
Q1 		$348K Sell
1,385
-49
-3% -$13.2K 0.05% 291
2025
Q4 		$411K Hold
1,434
– – 0.06% 274
2025
Q3 		$456K Hold
1,434
– – 0.07% 256
2025
Q2 		$497K Buy
1,434
+228
+19% +$84.6K 0.08% 227
2025
Q1 		$505K Hold
1,206
– – 0.08% 226
2024
Q4 		$497K Sell
1,206
-76
-6% -$34K 0.08% 227
2024
Q3 		$692K Sell
1,282
-694
-35% -$316K 0.11% 177
2024
Q2 		$716K Buy
1,976
+638
+48% +$242K 0.12% 169
2024
Q1 		$537K Sell
1,338
-568
-30% -$209K 0.09% 220
2023
Q4 		$638K Sell
1,906
-865
-31% -$260K 0.13% 147
2023
Q3 		$814K Sell
2,771
-1,000
-27% -$259K 0.18% 110
2023
Q2 		$792K Buy
3,771
+685
+22% +$153K 0.17% 115
2023
Q1 		$715K Buy
3,086
+1,609
+109% +$385K 0.15% 131
2022
Q4 		$367K Sell
1,477
-1,500
-50% -$386K 0.08% 204
2022
Q3 		$662K Buy
2,977
+70
+2% +$14.7K 0.15% 115
2022
Q2 		$559K Sell
2,907
-293
-9% -$51K 0.13% 149
2022
Q1 		$564K Buy
3,200
+200
+7% +$35.9K 0.11% 166
2021
Q4 		$578K Buy
3,000
+300
+11% +$60.3K 0.11% 169
2021
Q3 		$482K Buy
+2,700
New +$488K 0.09% 200

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Formidable Asset Management's ERIE Position: Q2 2026 in Review

Formidable Asset Management held its Erie Indemnity (ERIE) position steady in Q2 2026 at 1,385 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #302.

Formidable Asset Management first reported a position in ERIE in Q3 2021 and has held it in 20 quarters since. The position peaked at $814K in Q3 2023. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Formidable Asset Management held 1,385 shares of Erie Indemnity worth $332K as of Q2 2026.
  • Formidable Asset Management left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #302 holding.
  • Formidable Asset Management first reported a position in Erie Indemnity in Q3 2021 and has held it in 20 quarters since.
  • Formidable Asset Management's Erie Indemnity position peaked at $814K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.