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Wedmont Private Capital’s Erie Indemnity ERIE Stock Holding History

Wedmont Private Capital’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 		$212K Sell
936
-316
-25% -$77.1K 0.01% 941
2026
Q2 		$315K Buy
+1,252
New +$287K 0.01% 721

Other funds holding ERIE

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Wedmont Private Capital's ERIE Position: Q3 2026 in Review

Wedmont Private Capital reduced its Erie Indemnity (ERIE) stake by 25% in Q3 2026, selling an estimated $77.1K and leaving 936 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #941.

Wedmont Private Capital first reported a position in ERIE in Q2 2026 and has held it in 2 quarters since. The position peaked at $315K in Q2 2026. 13 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Wedmont Private Capital held 936 shares of Erie Indemnity worth $212K as of Q3 2026.
  • Wedmont Private Capital sold 316 Erie Indemnity shares in Q3 2026, an estimated $77.1K.
  • Erie Indemnity made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #941 holding.
  • Wedmont Private Capital first reported a position in Erie Indemnity in Q2 2026 and has held it in 2 quarters since.
  • Wedmont Private Capital's Erie Indemnity position peaked at $315K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.