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Bay Harbor Wealth Management’s Erie Indemnity ERIE Stock Holding History

Bay Harbor 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 		– Sell
-1
Closed -$251 – 1310
2026
Q1 		$251 Hold
1
– – ﹤0.01% 1123
2025
Q4 		$286 Hold
1
– – ﹤0.01% 1043
2025
Q3 		$318 Sell
1
-1
-50% -$345 ﹤0.01% 894
2025
Q2 		$693 Buy
2
+1
+100% +$371 ﹤0.01% 546
2025
Q1 		$419 Buy
+1
New +$408 ﹤0.01% 469

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

Bay Harbor Wealth Management's ERIE Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 1 share — an estimated $251 sold.

Bay Harbor Wealth Management first reported a position in ERIE in Q1 2025 and held it in 5 quarters. The position peaked at $693 in Q2 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Erie Indemnity share in Q2 2026, an estimated $251.
  • Bay Harbor Wealth Management first reported a position in Erie Indemnity in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's Erie Indemnity position peaked at $693 in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.