MFA Wealth Advisors’s Erie Indemnity ERIE Stock Holding History
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
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. 440 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.
- 440 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.