Commonwealth Equity Services
ERIE icon

Commonwealth Equity Services’s Erie Indemnity ERIE Stock Holding History

Commonwealth Equity Services’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 		$463K Buy
1,842
+122
+7% +$32.8K ﹤0.01% 3277
2025
Q4 		$493K Sell
1,720
-1,737
-50% -$518K ﹤0.01% 3188
2025
Q3 		$1.1M Buy
3,457
+18
+0.5% +$6.22K ﹤0.01% 2518
2025
Q2 		$1.19M Sell
3,439
-359
-9% -$133K ﹤0.01% 2419
2025
Q1 		$1.59M Buy
3,798
+154
+4% +$62.8K ﹤0.01% 2092
2024
Q4 		$1.5M Buy
3,644
+1,223
+51% +$547K ﹤0.01% 2076
2024
Q3 		$1.31M Buy
2,421
+49
+2% +$22.3K ﹤0.01% 2128
2024
Q2 		$860K Buy
2,372
+384
+19% +$146K ﹤0.01% 2394
2024
Q1 		$799K Buy
1,988
+271
+16% +$99.7K ﹤0.01% 2416
2023
Q4 		$575K Buy
1,717
+1
+0.1% +$300 ﹤0.01% 2584
2023
Q3 		$504K Buy
1,716
+21
+1% +$5.43K ﹤0.01% 2581
2023
Q2 		$356K Sell
1,695
-57
-3% -$12.7K ﹤0.01% 2897
2023
Q1 		$405 Buy
1,752
+68
+4% +$16.3K ﹤0.01% 2727
2022
Q4 		$419K Buy
1,684
+301
+22% +$77.4K ﹤0.01% 2612
2022
Q3 		$307K Buy
1,383
+2
+0.1% +$421 ﹤0.01% 2806
2022
Q2 		$265K Buy
1,381
+2
+0.1% +$348 ﹤0.01% 2949
2022
Q1 		$243K Buy
1,379
+2
+0.1% +$359 ﹤0.01% 3147
2021
Q4 		$265K Buy
1,377
+1
+0.1% +$201 ﹤0.01% 3077
2021
Q3 		$245K Sell
1,376
-300
-18% -$54.3K ﹤0.01% 3098
2021
Q2 		$324K Buy
1,676
+514
+44% +$106K ﹤0.01% 2824
2021
Q1 		$256K Hold
1,162
– – ﹤0.01% 2913
2020
Q4 		$285K Buy
1,162
+1
+0.1% +$233 ﹤0.01% 2626
2020
Q3 		$244K Buy
1,161
+1
+0.1% +$210 ﹤0.01% 2536
2020
Q2 		$222K Buy
+1,160
New +$204K ﹤0.01% 2508
2019
Q4 		– Sell
-1,082
Closed -$200K – 2906
2019
Q3 		$200K Buy
+1,082
New +$246K ﹤0.01% 2547

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

Commonwealth Equity Services's ERIE Position: Q1 2026 in Review

Commonwealth Equity Services increased its Erie Indemnity (ERIE) stake by 7.1% in Q1 2026, buying an estimated $32.8K and bringing the position to 1,842 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Commonwealth Equity Services first reported a position in ERIE in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.59M in Q1 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Commonwealth Equity Services held 1,842 shares of Erie Indemnity worth $463K as of Q1 2026.
  • Commonwealth Equity Services bought 122 Erie Indemnity shares in Q1 2026, an estimated $32.8K.
  • Erie Indemnity made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3277 holding.
  • Commonwealth Equity Services first reported a position in Erie Indemnity in Q3 2019 and has held it in 25 quarters since.
  • Commonwealth Equity Services's Erie Indemnity position peaked at $1.59M in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.