Back to ERIE
Kestra Advisory Services, LLC → ERIE
Kestra Advisory Services, LLC ERIE Position History
Erie Indemnity Company • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 5.0K | — | — |
| Q2 2026 | $1.2M | 4.9K | — | — |
| Q1 2026 | $1.2M | 4.7K | — | — |
| Q4 2025 | $1.4M | 5.0K | — | — |
| Q3 2025 | $1.6M | 5.0K | — | — |
Other funds holding ERIE
$347.6M
$344.6M
$344.6M
$219.9M
$172.2M
$153.8M
$150.3M