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Clearstead Trust’s Erie Indemnity ERIE Stock Holding History

Clearstead Trust’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
-39
Closed -$9.8K – 987
2026
Q1 		$9.8K Buy
39
+10
+34% +$2.69K ﹤0.01% 590
2025
Q4 		$8.31K Buy
29
+23
+383% +$6.87K ﹤0.01% 635
2025
Q3 		$1.91K Buy
6
+1
+20% +$345 ﹤0.01% 1006
2025
Q2 		$1.73K Buy
+5
New +$1.85K ﹤0.01% 993

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 Trust's ERIE Position: Q2 2026 in Review

Clearstead Trust sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 39 shares — an estimated $9.8K sold.

Clearstead Trust first reported a position in ERIE in Q2 2025 and held it in 4 quarters. The position peaked at $9.8K in Q1 2026. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Clearstead Trust reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 39 Erie Indemnity shares in Q2 2026, an estimated $9.8K.
  • Clearstead Trust first reported a position in Erie Indemnity in Q2 2025 and held it in 4 quarters.
  • Clearstead Trust's Erie Indemnity position peaked at $9.8K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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