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 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's ERIE Position: Q1 2026 in Review

AE Wealth Management sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 1,802 shares — an estimated $517K sold.

AE Wealth Management first reported a position in ERIE in Q4 2019 and held it in 19 quarters. The position peaked at $525K in Q3 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

AE Wealth Management reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 1,802 Erie Indemnity shares in Q1 2026, an estimated $517K.
AE Wealth Management first reported a position in Erie Indemnity in Q4 2019 and held it in 19 quarters.
AE Wealth Management's Erie Indemnity position peaked at $525K in Q3 2025.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.