Root Financial Partners
ERIE icon

Root Financial Partners’s Erie Indemnity ERIE Stock Holding History

Root Financial 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 		$9.9K Buy
+45
New +$11K ﹤0.01% 1918
2026
Q2 		– Sell
-9
Closed -$2.26K – 1265
2026
Q1 		$2.26K Sell
9
-19
-68% -$5.1K ﹤0.01% 2267
2025
Q4 		$8.03K Buy
28
+11
+65% +$3.28K ﹤0.01% 1597
2025
Q3 		$5.41K Buy
+17
New +$5.87K ﹤0.01% 1695

Other funds holding ERIE

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Columbia Asset Management
Columbia Asset Management Ann Arbor, Michigan $576M AUM 25% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Root Financial Partners's ERIE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Erie Indemnity (ERIE) in Q3 2026: 45 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #1918 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ERIE as recently as Q1 2026.

Root Financial Partners first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Root Financial Partners held 45 shares of Erie Indemnity worth $9.9K as of Q3 2026.
  • Erie Indemnity was a new Root Financial Partners position in Q3 2026.
  • Erie Indemnity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1918 holding.
  • Root Financial Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.