Oppenheimer & Co’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
$1.18M Sell
4,902
-65
-1% -$14.9K 0.01% 868
2026
Q1
$1.25M Buy
+4,967
New +$1.33M 0.02% 767
2024
Q4
Sell
-1,271
Closed -$686K 1581
2024
Q3
$686K Buy
+1,271
New +$579K 0.01% 919

Other funds holding ERIE

Oppenheimer & Co's ERIE Position: Q2 2026 in Review

Oppenheimer & Co reduced its Erie Indemnity (ERIE) stake by 1.3% in Q2 2026, selling an estimated $14.9K and leaving 4,902 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #868.

Oppenheimer & Co first reported a position in ERIE in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Oppenheimer & Co held 4,902 shares of Erie Indemnity worth $1.18M as of Q2 2026.
  • Oppenheimer & Co sold 65 Erie Indemnity shares in Q2 2026, an estimated $14.9K.
  • Erie Indemnity made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #868 holding.
  • Oppenheimer & Co first reported a position in Erie Indemnity in Q3 2024 and has held it in 3 quarters since.
  • Oppenheimer & Co's Erie Indemnity position peaked at $1.25M in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.