Kestra Advisory Services
ERIE icon

Kestra Advisory Services’s Erie Indemnity ERIE Stock Holding History

Kestra Advisory 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 		$1.09M Buy
4,971
+24
+0.5% +$5.86K ﹤0.01% 1905
2026
Q2 		$1.19M Buy
4,947
+212
+4% +$48.6K ﹤0.01% 1708
2026
Q1 		$1.19M Sell
4,735
-292
-6% -$78.4K ﹤0.01% 1611
2025
Q4 		$1.44M Buy
5,027
+7
+0.1% +$2.09K 0.01% 1418
2025
Q3 		$1.6M Buy
5,020
+9
+0.2% +$3.11K 0.01% 1285
2025
Q2 		$1.74M Buy
5,011
+7
+0.1% +$2.6K 0.01% 1153
2025
Q1 		$2.1M Sell
5,004
-933
-16% -$381K 0.01% 961
2024
Q4 		$2.45M Buy
5,937
+501
+9% +$224K 0.01% 899
2024
Q3 		$2.93M Buy
5,436
+7
+0.1% +$3.19K 0.02% 783
2024
Q2 		$1.97M Buy
5,429
+8
+0.1% +$3.04K 0.01% 963
2024
Q1 		$2.18M Sell
5,421
-142
-3% -$52.2K 0.01% 836
2023
Q4 		$1.86M Buy
5,563
+9
+0.2% +$2.7K 0.02% 826
2023
Q3 		$1.63M Buy
5,554
+773
+16% +$200K 0.02% 770
2023
Q2 		$1M Buy
4,781
+7
+0.1% +$1.56K 0.01% 974
2023
Q1 		$1.11M Sell
4,774
-608
-11% -$145K 0.01% 892
2022
Q4 		$1.34M Buy
5,382
+19
+0.4% +$4.89K 0.01% 919
2022
Q3 		$1.19M Buy
5,363
+4
+0.1% +$842 0.01% 888
2022
Q2 		$1.03M Buy
5,359
+32
+0.6% +$5.56K 0.01% 965
2022
Q1 		$938K Buy
5,327
+16
+0.3% +$2.87K 0.01% 998
2021
Q4 		$1.02M Buy
5,311
+8
+0.2% +$1.61K 0.01% 972
2021
Q3 		$946K Buy
5,303
+8
+0.2% +$1.45K 0.01% 1050
2021
Q2 		$1.02M Buy
5,295
+7
+0.1% +$1.44K 0.01% 930
2021
Q1 		$1.17M Sell
5,288
-780
-13% -$189K 0.01% 804
2020
Q4 		$1.49M Buy
6,068
+6,049
+31,837% +$1.41M 0.02% 699
2020
Q3 		$302K Buy
+19
New +$3.99K 0.01% 1110

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Kestra Advisory Services's ERIE Position: Q3 2026 in Review

Kestra Advisory Services increased its Erie Indemnity (ERIE) stake by 0.49% in Q3 2026, buying an estimated $5.86K and bringing the position to 4,971 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Kestra Advisory Services first reported a position in ERIE in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.93M in Q3 2024. 270 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Kestra Advisory Services held 4,971 shares of Erie Indemnity worth $1.09M as of Q3 2026.
  • Kestra Advisory Services bought 24 Erie Indemnity shares in Q3 2026, an estimated $5.86K.
  • Erie Indemnity made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1905 holding.
  • Kestra Advisory Services first reported a position in Erie Indemnity in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Erie Indemnity position peaked at $2.93M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.