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Creative Planning ERIE Position History
Erie Indemnity Company • Financial Services
Quarters held
6
Latest value
$2.3M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $2K |
| Q4 2025 | $2.5M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 10.7K | — | — |
| Q2 2026 | $2.4M | 9.9K | — | — |
| Q1 2026 | $2.4M | 9.4K | — | — |
| Q4 2025 | $2.5M | 8.7K | — | — |
| Q3 2025 | $2K | 7 | — | — |
| Q3 2025 | $2.7M | 8.6K | — | — |
Other funds holding ERIE
$347.6M
$344.6M
$344.6M
$219.9M
$172.2M
$153.8M
$150.3M