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Toth Financial Advisory’s Erie Indemnity ERIE Stock Holding History

Toth Financial Advisory’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
Q2 		$2.4K Hold
10
– – ﹤0.01% 727
2026
Q1 		$2.51K Hold
10
– – ﹤0.01% 699
2025
Q4 		$2.87K Hold
10
– – ﹤0.01% 686
2025
Q3 		$3.18K Buy
+10
New +$3.45K ﹤0.01% 658

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's ERIE Position: Q2 2026 in Review

Toth Financial Advisory held its Erie Indemnity (ERIE) position steady in Q2 2026 at 10 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Toth Financial Advisory first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.18K in Q3 2025. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Toth Financial Advisory held 10 shares of Erie Indemnity worth $2.4K as of Q2 2026.
  • Toth Financial Advisory left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #727 holding.
  • Toth Financial Advisory first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Erie Indemnity position peaked at $3.18K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.