Cetera Investment Advisers
ERIE icon

Cetera Investment Advisers’s Erie Indemnity ERIE Stock Holding History

Cetera Investment Advisers’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
Q1 		$381K Sell
1,517
-575
-27% -$154K ﹤0.01% 3769
2025
Q4 		$600K Buy
2,092
+855
+69% +$255K ﹤0.01% 3266
2025
Q3 		$394K Buy
1,237
+393
+47% +$136K ﹤0.01% 3581
2025
Q2 		$293K Buy
844
+68
+9% +$25.2K ﹤0.01% 3417
2025
Q1 		$325K Buy
776
+98
+14% +$40K ﹤0.01% 3203
2024
Q4 		$279K Sell
678
-26
-4% -$11.6K ﹤0.01% 3166
2024
Q3 		$380K Buy
704
+11
+2% +$5.01K ﹤0.01% 2878
2024
Q2 		$251K Sell
693
-45
-6% -$17.1K ﹤0.01% 3197
2024
Q1 		$296K Buy
+738
New +$271K ﹤0.01% 3050

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers's ERIE Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Erie Indemnity (ERIE) stake by 27% in Q1 2026, selling an estimated $154K and leaving 1,517 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

Cetera Investment Advisers first reported a position in ERIE in Q1 2024 and has held it in 9 quarters since. The position peaked at $600K in Q4 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Cetera Investment Advisers held 1,517 shares of Erie Indemnity worth $381K as of Q1 2026.
  • Cetera Investment Advisers sold 575 Erie Indemnity shares in Q1 2026, an estimated $154K.
  • Erie Indemnity made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3769 holding.
  • Cetera Investment Advisers first reported a position in Erie Indemnity in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Erie Indemnity position peaked at $600K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.