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Ethos Financial Group’s Erie Indemnity ERIE Stock Holding History

Ethos Financial 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 		$1.01M Buy
+4,046
New +$928K 0.07% 226
2025
Q2 		– Sell
-1,344
Closed -$554K – 490
2025
Q1 		$554K Hold
1,344
– – 0.05% 216
2024
Q4 		$554K Buy
+1,344
New +$602K 0.07% 148

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 $3.38T AUM 44.17% 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

Ethos Financial Group's ERIE Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Erie Indemnity (ERIE) in Q2 2026: 4,046 shares worth $1.01M. The stake represents 0.07% of the portfolio and ranks #226 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in ERIE as recently as Q1 2025.

Ethos Financial Group first reported a position in ERIE in Q4 2024 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Ethos Financial Group held 4,046 shares of Erie Indemnity worth $1.01M as of Q2 2026.
  • Erie Indemnity was a new Ethos Financial Group position in Q2 2026.
  • Erie Indemnity made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #226 holding.
  • Ethos Financial Group first reported a position in Erie Indemnity in Q4 2024 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.