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New Age Alpha Advisors’s Erie Indemnity ERIE Stock Holding History

New Age Alpha 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
2025
Q4 		– Sell
-226
Closed -$71.9K – 812
2025
Q3 		$71.9K Hold
226
– – ﹤0.01% 743
2025
Q2 		$78.4K Sell
226
-168
-43% -$62.3K ﹤0.01% 745
2025
Q1 		$165K Sell
394
-1,704
-81% -$695K 0.01% 680
2024
Q4 		$865K Buy
+2,098
New +$939K 0.04% 476

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Age Alpha Advisors's ERIE Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 226 shares — an estimated $71.9K sold.

New Age Alpha Advisors first reported a position in ERIE in Q4 2024 and held it in 4 quarters. The position peaked at $865K in Q4 2024. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 226 Erie Indemnity shares in Q4 2025, an estimated $71.9K.
  • New Age Alpha Advisors first reported a position in Erie Indemnity in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Erie Indemnity position peaked at $865K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.