EWA
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EverSource Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

EverSource Wealth Advisors’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 		$47K Sell
196
-28
-13% -$6.42K ﹤0.01% 1815
2026
Q1 		$56.3K Buy
224
+167
+293% +$44.8K ﹤0.01% 1799
2025
Q4 		$16.3K Sell
57
-35
-38% -$10.4K ﹤0.01% 2517
2025
Q3 		$29.3K Buy
92
+34
+59% +$11.7K ﹤0.01% 2077
2025
Q2 		$20.1K Sell
58
-1
-2% -$371 ﹤0.01% 2284
2025
Q1 		$24.7K Buy
59
+29
+97% +$11.8K ﹤0.01% 1581
2024
Q4 		$12.4K Buy
30
+6
+25% +$2.69K ﹤0.01% 1886
2024
Q3 		$13K Buy
24
+10
+71% +$4.55K ﹤0.01% 1725
2024
Q2 		$6.17K Sell
14
-12
-46% -$4.56K ﹤0.01% 2131
2024
Q1 		$9.95K Buy
26
+18
+225% +$6.62K ﹤0.01% 1689
2023
Q4 		$2.68K Hold
8
– – ﹤0.01% 2092
2023
Q3 		$2.35K Sell
8
-2
-20% -$517 ﹤0.01% 1960
2023
Q2 		$2.1K Buy
+10
New +$2.23K ﹤0.01% 2011
2022
Q1 		– Sell
-17
Closed -$3K – 1753
2021
Q4 		$3K Buy
+17
New +$3.42K ﹤0.01% 1412

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

EverSource Wealth Advisors's ERIE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Erie Indemnity (ERIE) stake by 13% in Q2 2026, selling an estimated $6.42K and leaving 196 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

EverSource Wealth Advisors first reported a position in ERIE in Q4 2021 and has held it in 14 quarters since. The position peaked at $56.3K in Q1 2026. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • EverSource Wealth Advisors held 196 shares of Erie Indemnity worth $47K as of Q2 2026.
  • EverSource Wealth Advisors sold 28 Erie Indemnity shares in Q2 2026, an estimated $6.42K.
  • Erie Indemnity made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1815 holding.
  • EverSource Wealth Advisors first reported a position in Erie Indemnity in Q4 2021 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Erie Indemnity position peaked at $56.3K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.