Focus Partners Wealth
ERIE icon

Focus Partners Wealth’s Erie Indemnity ERIE Stock Holding History

Focus Partners Wealth’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 		$28.8M Buy
114,445
+56,205
+97% +$15.1M 0.03% 412
2025
Q4 		$16.7M Buy
58,240
+57,031
+4,717% +$17M 0.02% 535
2025
Q3 		$275K Buy
+1,209
New +$417K ﹤0.01% 1894

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

Focus Partners Wealth's ERIE Position: Q1 2026 in Review

Focus Partners Wealth increased its Erie Indemnity (ERIE) stake by 97% in Q1 2026, buying an estimated $15.1M and bringing the position to 114,445 shares worth $28.8M. The position accounts for 0.03% of the portfolio, ranked #412.

Focus Partners Wealth first reported a position in ERIE in Q3 2025 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Focus Partners Wealth held 114,445 shares of Erie Indemnity worth $28.8M as of Q1 2026.
  • Focus Partners Wealth bought 56,205 Erie Indemnity shares in Q1 2026, an estimated $15.1M.
  • Erie Indemnity made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #412 holding.
  • Focus Partners Wealth first reported a position in Erie Indemnity in Q3 2025 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.