ORG Wealth Partners
ERIE icon

ORG Wealth Partners’s Erie Indemnity ERIE Stock Holding History

ORG Wealth Partners’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
Q3 		– Sell
-39
Closed -$9.35K – 2542
2026
Q2 		$9.35K Sell
39
-401
-91% -$91.9K ﹤0.01% 540
2026
Q1 		$111K Sell
440
-289
-40% -$77.6K 0.02% 274
2025
Q4 		$209K Buy
729
+504
+224% +$150K 0.05% 195
2025
Q3 		$71.6K Buy
225
+66
+42% +$22.8K 0.02% 305
2025
Q2 		$56K Buy
159
+16
+11% +$5.94K 0.01% 318
2025
Q1 		$58.8K Buy
+143
New +$58.4K 0.02% 336

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ProShare Advisors
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Dimensional Fund Advisors
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
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CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

ORG Wealth Partners's ERIE Position: Q3 2026 in Review

ORG Wealth Partners sold out of Erie Indemnity (ERIE) in Q3 2026, closing a stake of 39 shares — an estimated $9.35K sold.

ORG Wealth Partners first reported a position in ERIE in Q1 2025 and held it in 6 quarters. The position peaked at $209K in Q4 2025. 221 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • ORG Wealth Partners reported no remaining Erie Indemnity position as of Q3 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 39 Erie Indemnity shares in Q3 2026, an estimated $9.35K.
  • ORG Wealth Partners first reported a position in Erie Indemnity in Q1 2025 and held it in 6 quarters.
  • ORG Wealth Partners's Erie Indemnity position peaked at $209K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.