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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
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 $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 $3.37T AUM 44.26% 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

Avion Wealth's ERIE Position: Q2 2026 in Review

Avion Wealth opened a new position in Erie Indemnity (ERIE) in Q2 2026: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Avion Wealth previously reported a position in ERIE as recently as Q4 2025.

Avion Wealth first reported a position in ERIE in Q1 2023 and has held it in 8 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Avion Wealth held 8 shares of Erie Indemnity worth $1K as of Q2 2026.
  • Erie Indemnity was a new Avion Wealth position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1223 holding.
  • Avion Wealth first reported a position in Erie Indemnity in Q1 2023 and has held it in 8 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.