CA
ERIE icon

Clearstead Advisors’s Erie Indemnity ERIE Stock Holding History

Clearstead 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 		$8.15K Buy
34
+29
+580% +$6.65K ﹤0.01% 2051
2026
Q1 		$1.26K Sell
5
-65
-93% -$17.4K ﹤0.01% 2002
2025
Q4 		$20.1K Buy
70
+50
+250% +$14.9K ﹤0.01% 1708
2025
Q3 		$6.36K Hold
20
– – ﹤0.01% 2071
2025
Q2 		$6.94K Buy
20
+18
+900% +$6.68K ﹤0.01% 2012
2025
Q1 		$839 Buy
+2
New +$816 ﹤0.01% 2009

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

Clearstead Advisors's ERIE Position: Q2 2026 in Review

Clearstead Advisors increased its Erie Indemnity (ERIE) stake by 580% in Q2 2026, buying an estimated $6.65K and bringing the position to 34 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Clearstead Advisors first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.1K in Q4 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Clearstead Advisors held 34 shares of Erie Indemnity worth $8.15K as of Q2 2026.
  • Clearstead Advisors bought 29 Erie Indemnity shares in Q2 2026, an estimated $6.65K.
  • Erie Indemnity made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2051 holding.
  • Clearstead Advisors first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Erie Indemnity position peaked at $20.1K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.