Abound Wealth Management’s Erie Indemnity ERIE Stock Holding History

Abound Wealth 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	–	Sell	-3	Closed	-$754	–	1433
2026 Q1	$754	Buy	+3	New	+$805	﹤0.01%	1013

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abound Wealth Management's ERIE Position: Q2 2026 in Review

Abound Wealth Management sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 3 shares — an estimated $754 sold.

Abound Wealth Management first reported a position in ERIE in Q1 2026 and held it in 1 quarter. The position peaked at $754 in Q1 2026. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Abound Wealth Management reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 3 Erie Indemnity shares in Q2 2026, an estimated $754.
Abound Wealth Management first reported a position in Erie Indemnity in Q1 2026 and held it in 1 quarter.
Abound Wealth Management's Erie Indemnity position peaked at $754 in Q1 2026.
436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.