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Bogart Wealth LLC’s Erie Indemnity ERIE Stock Holding History

Bogart Wealth LLC’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 		$719 Buy
+3
New +$688 ﹤0.01% 1685
2026
Q1 		– Sell
-4
Closed -$1.15K – 1855
2025
Q4 		$1.15K Buy
+4
New +$1.19K ﹤0.01% 1287

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's ERIE Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Erie Indemnity (ERIE) in Q2 2026: 3 shares worth $719. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in ERIE as recently as Q4 2025.

Bogart Wealth LLC first reported a position in ERIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15K in Q4 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of Erie Indemnity worth $719 as of Q2 2026.
  • Erie Indemnity was a new Bogart Wealth LLC position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1685 holding.
  • Bogart Wealth LLC first reported a position in Erie Indemnity in Q4 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Erie Indemnity position peaked at $1.15K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.