Legacy Financial Strategies
ERIE icon

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
Q3 		$1.52M Buy
6,958
+398
+6% +$97.1K 0.25% 55
2026
Q2 		$1.57M Buy
+6,560
New +$1.5M 0.24% 55

Other funds holding ERIE

Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Gateway Investment Advisers
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
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Legacy Financial Strategies's ERIE Position: Q3 2026 in Review

Legacy Financial Strategies increased its Erie Indemnity (ERIE) stake by 6.1% in Q3 2026, buying an estimated $97.1K and bringing the position to 6,958 shares worth $1.52M. The position accounts for 0.25% of the portfolio, ranked #55.

Legacy Financial Strategies first reported a position in ERIE in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.57M in Q2 2026. 33 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Legacy Financial Strategies held 6,958 shares of Erie Indemnity worth $1.52M as of Q3 2026.
  • Legacy Financial Strategies bought 398 Erie Indemnity shares in Q3 2026, an estimated $97.1K.
  • Erie Indemnity made up 0.25% of Legacy Financial Strategies's portfolio in Q3 2026, its #55 holding.
  • Legacy Financial Strategies first reported a position in Erie Indemnity in Q2 2026 and has held it in 2 quarters since.
  • Legacy Financial Strategies's Erie Indemnity position peaked at $1.57M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.