James T. Borello RIA
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James T. Borello RIA’s Erie Indemnity ERIE Stock Holding History

James T. Borello RIA’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 		$5.48K Sell
25
-1
-4% -$244 ﹤0.01% 759
2026
Q2 		$6.23K Buy
26
+25
+2,500% +$5.73K ﹤0.01% 724
2026
Q1 		$251 Sell
1
-2
-67% -$537 ﹤0.01% 1102
2025
Q4 		$860 Buy
3
+1
+50% +$298 ﹤0.01% 885
2025
Q3 		$636 Buy
+2
New +$691 ﹤0.01% 851

Other funds holding ERIE

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Columbia Asset Management
Columbia Asset Management Ann Arbor, Michigan $576M AUM 25% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's ERIE Position: Q3 2026 in Review

James T. Borello RIA reduced its Erie Indemnity (ERIE) stake by 3.8% in Q3 2026, selling an estimated $244 and leaving 25 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

James T. Borello RIA first reported a position in ERIE in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.23K in Q2 2026. 46 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • James T. Borello RIA held 25 shares of Erie Indemnity worth $5.48K as of Q3 2026.
  • James T. Borello RIA sold 1 Erie Indemnity share in Q3 2026, an estimated $244.
  • Erie Indemnity made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #759 holding.
  • James T. Borello RIA first reported a position in Erie Indemnity in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Erie Indemnity position peaked at $6.23K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.