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AE Wealth Management’s Erie Indemnity ERIE Stock Holding History

AE 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 		$1.25M Buy
+5,220
New +$1.2M 0.01% 827
2026
Q1 		– Sell
-1,802
Closed -$517K – 2621
2025
Q4 		$517K Buy
1,802
+151
+9% +$45.1K ﹤0.01% 1040
2025
Q3 		$525K Buy
+1,651
New +$570K ﹤0.01% 957
2024
Q4 		– Sell
-959
Closed -$518K – 2136
2024
Q3 		$518K Buy
+959
New +$437K ﹤0.01% 882
2024
Q1 		– Sell
-968
Closed -$334K – 1396
2023
Q4 		$334K Hold
968
– – ﹤0.01% 1654
2023
Q3 		$284K Buy
+968
New +$250K ﹤0.01% 1634
2023
Q2 		– Sell
-906
Closed -$210K – 1942
2023
Q1 		$210K Sell
906
-995
-52% -$238K ﹤0.01% 1716
2022
Q4 		$473K Buy
1,901
+7
+0.4% +$1.8K ﹤0.01% 1342
2022
Q3 		$421K Sell
1,894
-281
-13% -$59.2K ﹤0.01% 1346
2022
Q2 		$418K Hold
2,175
– – ﹤0.01% 1290
2022
Q1 		$383K Hold
2,175
– – ﹤0.01% 1324
2021
Q4 		$419K Buy
2,175
+152
+8% +$30.5K ﹤0.01% 1326
2021
Q3 		$361K Hold
2,023
– – ﹤0.01% 1292
2021
Q2 		$391K Hold
2,023
– – ﹤0.01% 1228
2021
Q1 		$447K Hold
2,023
– – ﹤0.01% 1077
2020
Q4 		$497K Hold
2,023
– – 0.01% 963
2020
Q3 		$425K Sell
2,023
-50
-2% -$10.5K 0.01% 937
2020
Q2 		$398K Hold
2,073
– – 0.01% 944
2020
Q1 		$307K Hold
2,073
– – 0.01% 870
2019
Q4 		$344K Buy
+2,073
New +$366K 0.01% 853

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

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

AE Wealth Management opened a new position in Erie Indemnity (ERIE) in Q2 2026: 5,220 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #827 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in ERIE as recently as Q4 2025.

AE Wealth Management first reported a position in ERIE in Q4 2019 and has held it in 20 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • AE Wealth Management held 5,220 shares of Erie Indemnity worth $1.25M as of Q2 2026.
  • Erie Indemnity was a new AE Wealth Management position in Q2 2026.
  • Erie Indemnity made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #827 holding.
  • AE Wealth Management first reported a position in Erie Indemnity in Q4 2019 and has held it in 20 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.