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Elevation Wealth Partners’s Erie Indemnity ERIE Stock Holding History

Elevation Wealth Partners’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 		$8.63K Buy
+36
New +$8.25K ﹤0.01% 851
2026
Q1 		– Sell
-21
Closed -$6.02K – 1095
2025
Q4 		$6.02K Buy
+21
New +$6.27K ﹤0.01% 591

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

Elevation Wealth Partners's ERIE Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Erie Indemnity (ERIE) in Q2 2026: 36 shares worth $8.63K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in ERIE as recently as Q4 2025.

Elevation Wealth Partners first reported a position in ERIE in Q4 2025 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Elevation Wealth Partners held 36 shares of Erie Indemnity worth $8.63K as of Q2 2026.
  • Erie Indemnity was a new Elevation Wealth Partners position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #851 holding.
  • Elevation Wealth Partners first reported a position in Erie Indemnity in Q4 2025 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.