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Yousif Capital Management’s Erie Indemnity ERIE Stock Holding History

Yousif Capital Management’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 		$5.34M Sell
22,272
-27
-0.1% -$6.19K 0.06% 303
2026
Q1 		$5.6M Buy
22,299
+3,516
+19% +$944K 0.07% 270
2025
Q4 		$5.39M Sell
18,783
-483
-3% -$144K 0.06% 289
2025
Q3 		$6.13M Buy
19,266
+681
+4% +$235K 0.07% 269
2025
Q2 		$6.45M Sell
18,585
-1,121
-6% -$416K 0.07% 262
2025
Q1 		$8.26M Buy
19,706
+15,592
+379% +$6.36M 0.1% 190
2024
Q4 		$1.7M Buy
4,114
+1,064
+35% +$476K 0.02% 848
2024
Q3 		$1.65M Sell
3,050
-7,164
-70% -$3.26M 0.02% 886
2024
Q2 		$3.7M Sell
10,214
-916
-8% -$348K 0.04% 433
2024
Q1 		$4.47M Sell
11,130
-267
-2% -$98.2K 0.05% 391
2023
Q4 		$3.82M Sell
11,397
-153
-1% -$46K 0.05% 432
2023
Q3 		$3.39M Buy
+11,550
New +$2.99M 0.04% 461

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 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
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 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

Yousif Capital Management's ERIE Position: Q2 2026 in Review

Yousif Capital Management reduced its Erie Indemnity (ERIE) stake by 0.12% in Q2 2026, selling an estimated $6.19K and leaving 22,272 shares worth $5.34M. The position accounts for 0.06% of the portfolio, ranked #303.

Yousif Capital Management first reported a position in ERIE in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.26M in Q1 2025. 60 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Yousif Capital Management held 22,272 shares of Erie Indemnity worth $5.34M as of Q2 2026.
  • Yousif Capital Management sold 27 Erie Indemnity shares in Q2 2026, an estimated $6.19K.
  • Erie Indemnity made up 0.06% of Yousif Capital Management's portfolio in Q2 2026, its #303 holding.
  • Yousif Capital Management first reported a position in Erie Indemnity in Q3 2023 and has held it in 12 quarters since.
  • Yousif Capital Management's Erie Indemnity position peaked at $8.26M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.