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Financial Consulate’s Erie Indemnity ERIE Stock Holding History

Financial Consulate’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
Q1 		$59.3K Hold
236
– – 0.01% 297
2025
Q4 		$67.7K Sell
236
-5
-2% -$1.49K 0.01% 283
2025
Q3 		$76.7K Buy
+241
New +$83.2K 0.01% 262

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Consulate's ERIE Position: Q1 2026 in Review

Financial Consulate held its Erie Indemnity (ERIE) position steady in Q1 2026 at 236 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #297.

Financial Consulate first reported a position in ERIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.7K in Q3 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Financial Consulate held 236 shares of Erie Indemnity worth $59.3K as of Q1 2026.
  • Financial Consulate left its Erie Indemnity share count unchanged in Q1 2026.
  • Erie Indemnity made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #297 holding.
  • Financial Consulate first reported a position in Erie Indemnity in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Erie Indemnity position peaked at $76.7K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.