AF
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Allworth Financial’s Erie Indemnity ERIE Stock Holding History

Allworth Financial’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 		$96.4K Buy
402
+124
+45% +$28.4K ﹤0.01% 1955
2026
Q1 		$70K Buy
278
+49
+21% +$13.2K ﹤0.01% 2080
2025
Q4 		$65.6K Buy
229
+41
+22% +$12.2K ﹤0.01% 2020
2025
Q3 		$59.9K Buy
188
+8
+4% +$2.76K ﹤0.01% 1998
2025
Q2 		$62.4K Buy
180
+98
+120% +$36.4K ﹤0.01% 1816
2025
Q1 		$33.5K Sell
82
-2
-2% -$816 ﹤0.01% 1761
2024
Q4 		$31.7K Buy
84
+3
+4% +$1.34K ﹤0.01% 1813
2024
Q3 		$43.7K Hold
81
– – ﹤0.01% 1469
2024
Q2 		$30.6K Hold
81
– – ﹤0.01% 1612
2024
Q1 		$32.5K Sell
81
-2
-2% -$736 ﹤0.01% 1494
2023
Q4 		$27.8K Hold
83
– – ﹤0.01% 1455
2023
Q3 		$24.4K Hold
83
– – ﹤0.01% 1405
2023
Q2 		$17.4K Sell
83
-3
-3% -$670 ﹤0.01% 1626
2023
Q1 		$19.9K Sell
86
-2
-2% -$478 ﹤0.01% 1452
2022
Q4 		$21.9K Buy
88
+4
+5% +$1.03K ﹤0.01% 1322
2022
Q3 		$19K Buy
84
+3
+4% +$632 ﹤0.01% 1310
2022
Q2 		$16K Buy
+81
New +$14.1K ﹤0.01% 1329
2022
Q1 		– Sell
-45
Closed -$9K – 2188
2021
Q4 		$9K Buy
+45
New +$9.04K ﹤0.01% 1398

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 $3.38T AUM 44.17% 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

Allworth Financial's ERIE Position: Q2 2026 in Review

Allworth Financial increased its Erie Indemnity (ERIE) stake by 45% in Q2 2026, buying an estimated $28.4K and bringing the position to 402 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Allworth Financial first reported a position in ERIE in Q4 2021 and has held it in 18 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Allworth Financial held 402 shares of Erie Indemnity worth $96.4K as of Q2 2026.
  • Allworth Financial bought 124 Erie Indemnity shares in Q2 2026, an estimated $28.4K.
  • Erie Indemnity made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1955 holding.
  • Allworth Financial first reported a position in Erie Indemnity in Q4 2021 and has held it in 18 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.