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Avantax Advisory Services’s Erie Indemnity ERIE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-519
Closed -$217K – 2384
2025
Q1 		$217K Hold
519
– – ﹤0.01% 2054
2024
Q4 		$214K Sell
519
-2
-0.4% -$895 ﹤0.01% 2017
2024
Q3 		$281K Buy
+521
New +$237K ﹤0.01% 1807
2024
Q2 		– Sell
-514
Closed -$206K – 2091
2024
Q1 		$206K Buy
+514
New +$189K ﹤0.01% 1530

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's ERIE Position: Q2 2025 in Review

Avantax Advisory Services sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 519 shares — an estimated $217K sold.

Avantax Advisory Services first reported a position in ERIE in Q1 2024 and held it in 4 quarters. The position peaked at $281K in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Avantax Advisory Services reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 519 Erie Indemnity shares in Q2 2025, an estimated $217K.
  • Avantax Advisory Services first reported a position in Erie Indemnity in Q1 2024 and held it in 4 quarters.
  • Avantax Advisory Services's Erie Indemnity position peaked at $281K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.