Bell Investment Advisors’s Erie Indemnity ERIE Stock Holding History

Bell Investment 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	$1.2K	Buy	5 +2	+67%	+$459	﹤0.01%	1489
2026 Q1	$754	Hold	3	–	–	﹤0.01%	1619
2025 Q4	$860	Sell	3 -1	-25%	-$298	﹤0.01%	1581
2025 Q3	$1.27K	Sell	4 -3	-43%	-$1.04K	﹤0.01%	1494
2025 Q2	$2.43K	Buy	7 +2	+40%	+$742	﹤0.01%	1294
2025 Q1	$2.1K	Hold	5	–	–	﹤0.01%	1294
2024 Q4	$2.06K	Hold	5	–	–	﹤0.01%	1321
2024 Q3	$2.7K	Hold	5	–	–	﹤0.01%	1231
2024 Q2	$1.81K	Sell	5 -2	-29%	-$760	﹤0.01%	1391
2024 Q1	$2.81K	Buy	7 +2	+40%	+$736	﹤0.01%	1202
2023 Q4	$1.68K	Sell	5 -1	-17%	-$300	﹤0.01%	1406
2023 Q3	$1.76K	Sell	6 -4	-40%	-$1.03K	﹤0.01%	1338
2023 Q2	$2.1K	Hold	10	–	–	﹤0.01%	1268
2023 Q1	$2.32K	Buy	10 +4	+67%	+$957	﹤0.01%	1183
2022 Q4	$1.49K	Hold	6	–	–	﹤0.01%	1434
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	1394
2022 Q2	$1K	Buy	+6	New	+$1.04K	﹤0.01%	1418
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	966
2021 Q3	$2K	Buy	+13	New	+$2.35K	﹤0.01%	1060

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bell Investment Advisors's ERIE Position: Q2 2026 in Review

Bell Investment Advisors increased its Erie Indemnity (ERIE) stake by 67% in Q2 2026, buying an estimated $459 and bringing the position to 5 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Bell Investment Advisors first reported a position in ERIE in Q3 2021 and has held it in 19 quarters since. The position peaked at $3K in Q4 2021. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Bell Investment Advisors held 5 shares of Erie Indemnity worth $1.2K as of Q2 2026.
Bell Investment Advisors bought 2 Erie Indemnity shares in Q2 2026, an estimated $459.
Erie Indemnity made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1489 holding.
Bell Investment Advisors first reported a position in Erie Indemnity in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Erie Indemnity position peaked at $3K in Q4 2021.
441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.