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Consolidated Planning Corp’s Erie Indemnity ERIE Stock Holding History

Consolidated Planning Corp’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
2025
Q3 		– Sell
-3,000
Closed -$1.04M – 201
2025
Q2 		$1.04M Sell
3,000
-420
-12% -$156K 0.13% 113
2025
Q1 		$1.43M Sell
3,420
-1,044
-23% -$426K 0.2% 94
2024
Q4 		$1.84M Buy
4,464
+1,458
+49% +$653K 0.25% 78
2024
Q3 		$1.62M Buy
3,006
+2,097
+231% +$955K 0.24% 78
2024
Q2 		$330K Buy
909
+50
+6% +$19K 0.05% 135
2024
Q1 		$345K Buy
859
+232
+37% +$85.3K 0.06% 124
2023
Q4 		$210K Buy
+627
New +$188K 0.04% 160

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consolidated Planning Corp's ERIE Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 3,000 shares — an estimated $1.04M sold.

Consolidated Planning Corp first reported a position in ERIE in Q4 2023 and held it in 7 quarters. The position peaked at $1.84M in Q4 2024. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 3,000 Erie Indemnity shares in Q3 2025, an estimated $1.04M.
  • Consolidated Planning Corp first reported a position in Erie Indemnity in Q4 2023 and held it in 7 quarters.
  • Consolidated Planning Corp's Erie Indemnity position peaked at $1.84M in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.