Principia Wealth Advisory’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
$480 Buy
2
+1
+100% +$229 ﹤0.01% 897
2026
Q1
$251 Sell
1
-2
-67% -$537 ﹤0.01% 937
2025
Q4
$860 Buy
3
+1
+50% +$298 ﹤0.01% 716
2025
Q3
$636 Buy
2
+1
+100% +$345 ﹤0.01% 750
2025
Q2
$347 Buy
+1
New +$371 ﹤0.01% 817

Other funds holding ERIE

Principia Wealth Advisory's ERIE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Erie Indemnity (ERIE) stake by 100% in Q2 2026, buying an estimated $229 and bringing the position to 2 shares worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Principia Wealth Advisory first reported a position in ERIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $860 in Q4 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Erie Indemnity worth $480 as of Q2 2026.
  • Principia Wealth Advisory bought 1 Erie Indemnity share in Q2 2026, an estimated $229.
  • Erie Indemnity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #897 holding.
  • Principia Wealth Advisory first reported a position in Erie Indemnity in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Erie Indemnity position peaked at $860 in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.