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Essential Partners’s Erie Indemnity ERIE Stock Holding History

Essential 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 		$40.3K Buy
168
+161
+2,300% +$36.9K 0.02% 667
2026
Q1 		$1.76K Buy
7
+4
+133% +$1.07K ﹤0.01% 2056
2025
Q4 		$860 Buy
3
+2
+200% +$597 ﹤0.01% 2082
2025
Q3 		$318 Buy
+1
New +$345 ﹤0.01% 2306

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

Essential Partners's ERIE Position: Q2 2026 in Review

Essential Partners increased its Erie Indemnity (ERIE) stake by 2,300% in Q2 2026, buying an estimated $36.9K and bringing the position to 168 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #667.

Essential Partners first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Essential Partners held 168 shares of Erie Indemnity worth $40.3K as of Q2 2026.
  • Essential Partners bought 161 Erie Indemnity shares in Q2 2026, an estimated $36.9K.
  • Erie Indemnity made up 0.02% of Essential Partners's portfolio in Q2 2026, its #667 holding.
  • Essential Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.