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Axxcess Wealth Management’s Erie Indemnity ERIE Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-1,559
Closed -$643K – 873
2024
Q4 		$643K Buy
1,559
+95
+6% +$42.5K 0.02% 493
2024
Q3 		$790K Buy
+1,464
New +$666K 0.02% 445

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Axxcess Wealth Management's ERIE Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 1,559 shares — an estimated $643K sold.

Axxcess Wealth Management first reported a position in ERIE in Q3 2024 and held it in 2 quarters. The position peaked at $790K in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,559 Erie Indemnity shares in Q1 2025, an estimated $643K.
  • Axxcess Wealth Management first reported a position in Erie Indemnity in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Erie Indemnity position peaked at $790K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.