Aventura Private Wealth’s Erie Indemnity ERIE Stock Holding History

Aventura Private Wealth’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	Closed	-$287	–	915
2025 Q4	$287	Buy	+1	New	+$298	﹤0.01%	821

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aventura Private Wealth's ERIE Position: Q1 2026 in Review

Aventura Private Wealth sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 1 share — an estimated $287 sold.

Aventura Private Wealth first reported a position in ERIE in Q4 2025 and held it in 1 quarter. The position peaked at $287 in Q4 2025. 405 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Aventura Private Wealth reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
Aventura Private Wealth sold 1 Erie Indemnity share in Q1 2026, an estimated $287.
Aventura Private Wealth first reported a position in Erie Indemnity in Q4 2025 and held it in 1 quarter.
Aventura Private Wealth's Erie Indemnity position peaked at $287 in Q4 2025.
405 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.