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Bartlett & Co Wealth Management’s Erie Indemnity ERIE Stock Holding History

Bartlett & Co 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
2026
Q2 		$6.47K Buy
+27
New +$6.19K ﹤0.01% 1055
2026
Q1 		– Sell
-1
Closed -$287 – 1309
2025
Q4 		$287 Hold
1
– – ﹤0.01% 1182
2025
Q3 		$318 Hold
1
– – ﹤0.01% 1148
2025
Q2 		$347 Buy
+1
New +$371 ﹤0.01% 1177

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

Bartlett & Co Wealth Management's ERIE Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Erie Indemnity (ERIE) in Q2 2026: 27 shares worth $6.47K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in ERIE as recently as Q4 2025.

Bartlett & Co Wealth Management first reported a position in ERIE in Q2 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Bartlett & Co Wealth Management held 27 shares of Erie Indemnity worth $6.47K as of Q2 2026.
  • Erie Indemnity was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1055 holding.
  • Bartlett & Co Wealth Management first reported a position in Erie Indemnity in Q2 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.