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Activest Wealth Management’s Erie Indemnity ERIE Stock Holding History

Activest 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 		$1.44K Sell
6
-10
-63% -$2.29K ﹤0.01% 907
2026
Q1 		$4.02K Buy
16
+8
+100% +$2.15K ﹤0.01% 857
2025
Q4 		$2.29K Buy
8
+4
+100% +$1.19K ﹤0.01% 871
2025
Q3 		$1.27K Buy
+4
New +$1.38K ﹤0.01% 841
2025
Q2 		– Sell
-3
Closed -$1.11K – 1094
2025
Q1 		$1.26K Buy
+3
New +$1.22K ﹤0.01% 738

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Activest Wealth Management reduced its Erie Indemnity (ERIE) stake by 63% in Q2 2026, selling an estimated $2.29K and leaving 6 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Activest Wealth Management first reported a position in ERIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.02K in Q1 2026. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Activest Wealth Management held 6 shares of Erie Indemnity worth $1.44K as of Q2 2026.
  • Activest Wealth Management sold 10 Erie Indemnity shares in Q2 2026, an estimated $2.29K.
  • Erie Indemnity made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Activest Wealth Management first reported a position in Erie Indemnity in Q1 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Erie Indemnity position peaked at $4.02K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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