Merit Financial Group’s Erie Indemnity ERIE Stock Holding History

Merit Financial Group’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	$792K	Buy	3,301 +2,401	+267%	+$550K	﹤0.01%	1202
2026 Q1	$226K	Buy	900 +16	+2%	+$4.29K	﹤0.01%	1845
2025 Q4	$254K	Sell	884 -4	-0.5%	-$1.19K	﹤0.01%	1665
2025 Q3	$283K	Buy	888 +8	+0.9%	+$2.76K	﹤0.01%	1490
2025 Q2	$305K	Buy	880 +376	+75%	+$139K	﹤0.01%	1331
2025 Q1	$211K	Buy	+504	New	+$206K	﹤0.01%	1273

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

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Merit Financial Group's ERIE Position: Q2 2026 in Review

Merit Financial Group increased its Erie Indemnity (ERIE) stake by 267% in Q2 2026, buying an estimated $550K and bringing the position to 3,301 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Merit Financial Group first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Merit Financial Group held 3,301 shares of Erie Indemnity worth $792K as of Q2 2026.
Merit Financial Group bought 2,401 Erie Indemnity shares in Q2 2026, an estimated $550K.
Erie Indemnity made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1202 holding.
Merit Financial Group first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.