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
Q2 		$965K Buy
4,023
+2,181
+118% +$500K ﹤0.01% 2738
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 		$405K 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 $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

Commonwealth Equity Services's ERIE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Erie Indemnity (ERIE) stake by 118% in Q2 2026, buying an estimated $500K and bringing the position to 4,023 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Commonwealth Equity Services first reported a position in ERIE in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.59M in Q1 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Commonwealth Equity Services held 4,023 shares of Erie Indemnity worth $965K as of Q2 2026.
  • Commonwealth Equity Services bought 2,181 Erie Indemnity shares in Q2 2026, an estimated $500K.
  • Erie Indemnity made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2738 holding.
  • Commonwealth Equity Services first reported a position in Erie Indemnity in Q3 2019 and has held it in 26 quarters since.
  • Commonwealth Equity Services's Erie Indemnity position peaked at $1.59M in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.