Sequoia Financial Advisors
ERIE icon

Sequoia Financial Advisors’s Erie Indemnity ERIE Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-1,001
Closed -$287K – 1971
2025
Q4 		$287K Buy
+1,001
New +$299K ﹤0.01% 1589

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Sequoia Financial Advisors's ERIE Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 1,001 shares — an estimated $287K sold.

Sequoia Financial Advisors first reported a position in ERIE in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 405 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,001 Erie Indemnity shares in Q1 2026, an estimated $287K.
  • Sequoia Financial Advisors first reported a position in Erie Indemnity in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Erie Indemnity position peaked at $287K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.