Action Point Financial Planning’s Erie Indemnity ERIE Stock Holding History

Action Point Financial Planning’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	$2.16K	Buy	+9	New	+$2.06K	﹤0.01%	2229

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

Action Point Financial Planning's ERIE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Erie Indemnity (ERIE) in Q2 2026: 9 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #2229 among its holdings.

436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Action Point Financial Planning held 9 shares of Erie Indemnity worth $2.16K as of Q2 2026.
Erie Indemnity was a new Action Point Financial Planning position in Q2 2026.
Erie Indemnity made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2229 holding.
436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.