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Basecamp Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Basecamp Wealth Advisors’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 		$18.9K Sell
79
-70
-47% -$16K ﹤0.01% 833
2026
Q1 		$37.4K Hold
149
– – 0.01% 627
2025
Q4 		$42.7K Buy
+149
New +$44.5K 0.01% 567

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

Basecamp Wealth Advisors's ERIE Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Erie Indemnity (ERIE) stake by 47% in Q2 2026, selling an estimated $16K and leaving 79 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Basecamp Wealth Advisors first reported a position in ERIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.7K in Q4 2025. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Basecamp Wealth Advisors held 79 shares of Erie Indemnity worth $18.9K as of Q2 2026.
  • Basecamp Wealth Advisors sold 70 Erie Indemnity shares in Q2 2026, an estimated $16K.
  • Erie Indemnity made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #833 holding.
  • Basecamp Wealth Advisors first reported a position in Erie Indemnity in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Erie Indemnity position peaked at $42.7K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.