JFS Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

JFS Wealth Advisors’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	$130K	Sell	544 -3	-0.5%	-$688	0.01%	394
2026 Q1	$137K	Sell	547 -14	-2%	-$3.76K	0.01%	376
2025 Q4	$161K	Sell	561 -294	-34%	-$87.8K	0.01%	342
2025 Q3	$272K	Hold	855	–	–	0.02%	290
2025 Q2	$297K	Hold	855	–	–	0.02%	259
2025 Q1	$358K	Buy	855 +200	+31%	+$81.6K	0.02%	234
2024 Q4	$270K	Sell	655 -3	-0.5%	-$1.34K	0.02%	261
2024 Q3	$355K	Hold	658	–	–	0.02%	229
2024 Q2	$238K	Buy	658 +594	+928%	+$226K	0.02%	221
2024 Q1	$25.7K	Hold	64	–	–	﹤0.01%	573
2023 Q4	$21.4K	Hold	64	–	–	﹤0.01%	571
2023 Q3	$18.8K	Hold	64	–	–	﹤0.01%	564
2023 Q2	$13.4K	Sell	64 -2	-3%	-$446	﹤0.01%	635
2023 Q1	$15.3K	Sell	66 -2	-3%	-$478	﹤0.01%	591
2022 Q4	$16.9K	Buy	68 +1	+1%	+$257	﹤0.01%	564
2022 Q3	$15K	Sell	67 -1	-1%	-$211	﹤0.01%	627
2022 Q2	$13K	Buy	68 +14	+26%	+$2.44K	﹤0.01%	692
2022 Q1	$10K	Buy	54 +15	+38%	+$2.69K	﹤0.01%	782
2021 Q4	$8K	Buy	39 +9	+30%	+$1.81K	﹤0.01%	719
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	713
2021 Q2	$6K	Hold	30	–	–	﹤0.01%	483
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	443
2020 Q4	$7K	Hold	30	–	–	﹤0.01%	442
2020 Q3	$6K	Hold	30	–	–	﹤0.01%	426
2020 Q2	$6K	Hold	30	–	–	﹤0.01%	418
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	402
2019 Q4	$5K	Hold	30	–	–	﹤0.01%	404
2019 Q3	$6K	Hold	30	–	–	﹤0.01%	392
2019 Q2	$8K	Hold	30	–	–	﹤0.01%	382
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	389
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	395
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	469
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	412
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	434
2017 Q4	$4K	Hold	30	–	–	﹤0.01%	442
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	401
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	381
2017 Q1	$3K	Hold	30	–	–	﹤0.01%	409
2016 Q4	$3K	Hold	30	–	–	﹤0.01%	409
2016 Q3	$3K	Hold	30	–	–	﹤0.01%	442
2016 Q2	$3K	Hold	30	–	–	﹤0.01%	457
2016 Q1	$3K	Hold	30	–	–	﹤0.01%	482
2015 Q4	$3K	Hold	30	–	–	﹤0.01%	483
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	438
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	464
2015 Q1	$3K	Hold	30	–	–	﹤0.01%	444
2014 Q4	$3K	Hold	30	–	–	﹤0.01%	462
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	430
2014 Q2	$2K	Buy	+30	New	+$2.21K	﹤0.01%	427

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 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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors's ERIE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Erie Indemnity (ERIE) stake by 0.55% in Q2 2026, selling an estimated $688 and leaving 544 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #394.

JFS Wealth Advisors first reported a position in ERIE in Q2 2014 and has held it in 49 quarters since. The position peaked at $358K in Q1 2025. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

JFS Wealth Advisors held 544 shares of Erie Indemnity worth $130K as of Q2 2026.
JFS Wealth Advisors sold 3 Erie Indemnity shares in Q2 2026, an estimated $688.
Erie Indemnity made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #394 holding.
JFS Wealth Advisors first reported a position in Erie Indemnity in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's Erie Indemnity position peaked at $358K in Q1 2025.
42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.