EFS
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Econ Financial Services’s Erie Indemnity ERIE Stock Holding History

Econ Financial 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 		$269K Sell
1,122
-157
-12% -$36K 0.13% 69
2026
Q1 		$321K Sell
1,279
-146
-10% -$39.2K 0.15% 72
2025
Q4 		$408K Hold
1,425
– – 0.2% 70
2025
Q3 		$453K Hold
1,425
– – 0.23% 70
2025
Q2 		$494K Buy
1,425
+125
+10% +$46.4K 0.25% 74
2025
Q1 		$545K Hold
1,300
– – 0.29% 70
2024
Q4 		$536K Hold
1,300
– – 0.31% 69
2024
Q3 		$702K Sell
1,300
-1,257
-49% -$572K 0.39% 53
2024
Q2 		$927K Sell
2,557
-190
-7% -$72.2K 0.57% 65
2024
Q1 		$1.1M Sell
2,747
-24
-0.9% -$8.83K 0.68% 53
2023
Q4 		$928K Sell
2,771
-163
-6% -$49K 0.65% 42
2023
Q3 		$862K Sell
2,934
-552
-16% -$143K 0.63% 39
2023
Q2 		$732K Sell
3,486
-8
-0.2% -$1.78K 0.52% 63
2023
Q1 		$809K Buy
3,494
+3
+0.1% +$717 0.61% 66
2022
Q4 		$868K Sell
3,491
-583
-14% -$150K 0.88% 36
2022
Q3 		$906K Sell
4,074
-273
-6% -$57.5K 0.75% 49
2022
Q2 		$835K Sell
4,347
-53
-1% -$9.22K 0.67% 43
2022
Q1 		$775K Hold
4,400
– – 0.57% 42
2021
Q4 		$848K Buy
+4,400
New +$884K 0.63% 49
2019
Q2 		$2.5M Sell
9,832
-14,405
-59% -$2.98M 3.46% 9
2019
Q1 		$4.33M Hold
24,237
– – 6.47% 2
2018
Q4 		$3.23M Buy
+24,237
New +$3.14M 4.92% 1

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

Econ Financial Services's ERIE Position: Q2 2026 in Review

Econ Financial Services reduced its Erie Indemnity (ERIE) stake by 12% in Q2 2026, selling an estimated $36K and leaving 1,122 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #69.

Econ Financial Services first reported a position in ERIE in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.33M in Q1 2019. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Econ Financial Services held 1,122 shares of Erie Indemnity worth $269K as of Q2 2026.
  • Econ Financial Services sold 157 Erie Indemnity shares in Q2 2026, an estimated $36K.
  • Erie Indemnity made up 0.13% of Econ Financial Services's portfolio in Q2 2026, its #69 holding.
  • Econ Financial Services first reported a position in Erie Indemnity in Q4 2018 and has held it in 22 quarters since.
  • Econ Financial Services's Erie Indemnity position peaked at $4.33M in Q1 2019.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.