MFA Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

MFA 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	$819K	Sell	3,417 -138	-4%	-$31.6K	0.14%	57
2026 Q1	$893K	Sell	3,555 -122	-3%	-$32.8K	0.18%	50
2025 Q4	$1.05M	Sell	3,677 -234	-6%	-$69.8K	0.22%	46
2025 Q3	$1.24M	Sell	3,911 -156	-4%	-$53.9K	0.27%	45
2025 Q2	$1.41M	Sell	4,067 -20	-0.5%	-$7.42K	0.33%	43
2025 Q1	$1.71M	Sell	4,087 -115	-3%	-$46.9K	0.42%	37
2024 Q4	$1.73M	Sell	4,202 -93	-2%	-$41.6K	0.44%	35
2024 Q3	$2.32M	Sell	4,295 -166	-4%	-$75.6K	0.51%	37
2024 Q2	$1.62M	Sell	4,461 -18	-0.4%	-$6.84K	0.35%	46
2024 Q1	$1.8M	Hold	4,479	–	–	0.47%	36
2023 Q4	$1.5M	Hold	4,479	–	–	0.42%	38
2023 Q3	$1.32M	Hold	4,479	–	–	0.41%	38
2023 Q2	$941K	Hold	4,479	–	–	0.3%	40
2023 Q1	$1.04M	Hold	4,479	–	–	0.34%	36
2022 Q4	$1.11M	Hold	4,479	–	–	0.4%	33
2022 Q3	$996K	Hold	4,479	–	–	0.37%	35
2022 Q2	$861K	Hold	4,479	–	–	0.31%	40
2022 Q1	$789K	Hold	4,479	–	–	0.25%	44
2021 Q4	$863K	Hold	4,479	–	–	0.37%	38
2021 Q3	$799K	Hold	4,479	–	–	0.37%	37
2021 Q2	$866K	Hold	4,479	–	–	0.39%	36
2021 Q1	$990K	Sell	4,479 -250	-5%	-$60.7K	0.48%	37
2020 Q4	$1.16M	Sell	4,729 -18	-0.4%	-$4.2K	1.03%	20
2020 Q3	$998K	Hold	4,747	–	–	1.06%	20
2020 Q2	$911K	Buy	4,747 +14	+0.3%	+$2.46K	0.59%	29
2020 Q1	$702K	Hold	4,733	–	–	0.68%	30
2019 Q4	$786K	Hold	4,733	–	–	0.57%	25
2019 Q3	$879K	Hold	4,733	–	–	0.72%	23
2019 Q2	$1.2M	Hold	4,733	–	–	0.91%	20
2019 Q1	$845K	Sell	4,733 -2,223	-32%	-$357K	0.56%	32
2018 Q4	$927K	Sell	6,956 -82	-1%	-$10.6K	0.93%	20
2018 Q3	$943K	Sell	7,038 -195	-3%	-$24.2K	0.7%	28
2018 Q2	$909K	Hold	7,233	–	–	0.6%	32
2018 Q1	$821K	Hold	7,233	–	–	0.62%	31
2017 Q4	$849K	Buy	+7,233	New	+$876K	0.58%	36

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

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

GXJ

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

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

MFA Wealth Advisors reduced its Erie Indemnity (ERIE) stake by 3.9% in Q2 2026, selling an estimated $31.6K and leaving 3,417 shares worth $819K. The position accounts for 0.14% of the portfolio, ranked #57.

MFA Wealth Advisors first reported a position in ERIE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.32M in Q3 2024. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

MFA Wealth Advisors held 3,417 shares of Erie Indemnity worth $819K as of Q2 2026.
MFA Wealth Advisors sold 138 Erie Indemnity shares in Q2 2026, an estimated $31.6K.
Erie Indemnity made up 0.14% of MFA Wealth Advisors's portfolio in Q2 2026, its #57 holding.
MFA Wealth Advisors first reported a position in Erie Indemnity in Q4 2017 and has held it in 35 quarters since.
MFA Wealth Advisors's Erie Indemnity position peaked at $2.32M in Q3 2024.
42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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