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
Q2 		$6.15M Sell
25,645
-88,800
-78% -$20.4M 0.01% 869
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 $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

Focus Partners Wealth's ERIE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Erie Indemnity (ERIE) stake by 78% in Q2 2026, selling an estimated $20.4M and leaving 25,645 shares worth $6.15M. The position accounts for 0.01% of the portfolio, ranked #869.

Focus Partners Wealth first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.8M in Q1 2026. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Focus Partners Wealth held 25,645 shares of Erie Indemnity worth $6.15M as of Q2 2026.
  • Focus Partners Wealth sold 88,800 Erie Indemnity shares in Q2 2026, an estimated $20.4M.
  • Erie Indemnity made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #869 holding.
  • Focus Partners Wealth first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Erie Indemnity position peaked at $28.8M in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.