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Legacy Financial Strategies’s Erie Indemnity ERIE Stock Holding History

Legacy Financial Strategies’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 		$1.57M Buy
+6,560
New +$1.5M 0.24% 55

Other funds holding ERIE

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Legacy Financial Strategies's ERIE Position: Q2 2026 in Review

Legacy Financial Strategies opened a new position in Erie Indemnity (ERIE) in Q2 2026: 6,560 shares worth $1.57M. The stake represents 0.24% of the portfolio and ranks #55 among its holdings.

95 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Legacy Financial Strategies held 6,560 shares of Erie Indemnity worth $1.57M as of Q2 2026.
  • Erie Indemnity was a new Legacy Financial Strategies position in Q2 2026.
  • Erie Indemnity made up 0.24% of Legacy Financial Strategies's portfolio in Q2 2026, its #55 holding.
  • 95 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.