Fortitude Family Office’s Erie Indemnity ERIE Stock Holding History

Fortitude Family Office’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	$657	Buy	+3	New	+$732	﹤0.01%	2341
2026 Q2	–	Sell	-2	Closed	-$503	–	2302
2026 Q1	$503	Sell	2 -1	-33%	-$268	﹤0.01%	1731
2025 Q4	$860	Sell	3 -4	-57%	-$1.19K	﹤0.01%	1526
2025 Q3	$2.23K	Buy	7 +1	+17%	+$345	﹤0.01%	1172
2025 Q2	$2.08K	Buy	+6	New	+$2.23K	﹤0.01%	1181

Other funds holding ERIE

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 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 Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Fortitude Family Office's ERIE Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Erie Indemnity (ERIE) in Q3 2026: 3 shares worth $657. The stake represents ﹤0.01% of the portfolio and ranks #2341 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in ERIE as recently as Q1 2026.

Fortitude Family Office first reported a position in ERIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.23K in Q3 2025. 32 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

Fortitude Family Office held 3 shares of Erie Indemnity worth $657 as of Q3 2026.
Erie Indemnity was a new Fortitude Family Office position in Q3 2026.
Erie Indemnity made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2341 holding.
Fortitude Family Office first reported a position in Erie Indemnity in Q2 2025 and has held it in 5 quarters since.
Fortitude Family Office's Erie Indemnity position peaked at $2.23K in Q3 2025.
32 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.