AW
ERIE icon

Avion Wealth’s Erie Indemnity ERIE Stock Holding History

Avion 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
Q3 		$1K Sell
6
-2
-25% -$488 ﹤0.01% 1204
2026
Q2 		$1K Buy
+8
New +$1.83K ﹤0.01% 1223
2026
Q1 		– Sell
-2
Closed – – 1342
2025
Q4 		$0 Buy
2
+1
+100% +$298 ﹤0.01% 1336
2025
Q3 		$0 Hold
1
– – ﹤0.01% 1291
2025
Q2 		$0 Hold
1
– – ﹤0.01% 1288
2025
Q1 		$0 Buy
+1
New +$408 ﹤0.01% 1117
2024
Q4 		– Sell
-1
Closed – – 1082
2024
Q3 		$0 Buy
+1
New +$455 ﹤0.01% 1101
2023
Q4 		– Sell
-4
Closed -$1K – 1150
2023
Q3 		$1K Buy
+4
New +$1.03K ﹤0.01% 618
2023
Q2 		– Sell
-2
Closed – – 806
2023
Q1 		$0 Buy
+2
New +$478 ﹤0.01% 595

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Avion Wealth's ERIE Position: Q3 2026 in Review

Avion Wealth reduced its Erie Indemnity (ERIE) stake by 25% in Q3 2026, selling an estimated $488 and leaving 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Avion Wealth first reported a position in ERIE in Q1 2023 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Avion Wealth held 6 shares of Erie Indemnity worth $1K as of Q3 2026.
  • Avion Wealth sold 2 Erie Indemnity shares in Q3 2026, an estimated $488.
  • Erie Indemnity made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1204 holding.
  • Avion Wealth first reported a position in Erie Indemnity in Q1 2023 and has held it in 9 quarters since.
  • 221 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.