Toth Financial Advisory
ERIE icon

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
Q3 		$2.19K Hold
10
– – ﹤0.01% 785
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Toth Financial Advisory's ERIE Position: Q3 2026 in Review

Toth Financial Advisory held its Erie Indemnity (ERIE) position steady in Q3 2026 at 10 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Toth Financial Advisory first reported a position in ERIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.18K in Q3 2025. 323 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Toth Financial Advisory held 10 shares of Erie Indemnity worth $2.19K as of Q3 2026.
  • Toth Financial Advisory left its Erie Indemnity share count unchanged in Q3 2026.
  • Erie Indemnity made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #785 holding.
  • Toth Financial Advisory first reported a position in Erie Indemnity in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's Erie Indemnity position peaked at $3.18K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.