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Cornerstone Planning Group’s Erie Indemnity ERIE Stock Holding History

Cornerstone Planning Group’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 		$422 Buy
2
+1
+100% +$229 ﹤0.01% 1741
2026
Q1 		$222 Buy
+1
New +$268 ﹤0.01% 1769

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

Cornerstone Planning Group's ERIE Position: Q2 2026 in Review

Cornerstone Planning Group increased its Erie Indemnity (ERIE) stake by 100% in Q2 2026, buying an estimated $229 and bringing the position to 2 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Cornerstone Planning Group first reported a position in ERIE in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Cornerstone Planning Group held 2 shares of Erie Indemnity worth $422 as of Q2 2026.
  • Cornerstone Planning Group bought 1 Erie Indemnity share in Q2 2026, an estimated $229.
  • Erie Indemnity made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1741 holding.
  • Cornerstone Planning Group first reported a position in Erie Indemnity in Q1 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.