GRP
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Global Retirement Partners’s Erie Indemnity ERIE Stock Holding History

Global Retirement Partners’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 		$28.5K Buy
+119
New +$27.3K ﹤0.01% 2861
2025
Q4 		$51.1K Sell
178
-81
-31% -$24.2K ﹤0.01% 2340
2025
Q3 		$82.5K Sell
259
-45
-15% -$15.5K ﹤0.01% 1603
2025
Q2 		$105K Buy
+304
New +$113K ﹤0.01% 1407
2024
Q4 		$106K Sell
258
-4
-2% -$1.79K ﹤0.01% 1239
2024
Q3 		$141K Sell
262
-6
-2% -$2.73K ﹤0.01% 1067
2024
Q2 		$97.1K Hold
268
– – ﹤0.01% 1217
2024
Q1 		$108K Buy
268
+2
+0.8% +$736 ﹤0.01% 1047
2023
Q4 		$89.8K Buy
266
+112
+73% +$33.6K ﹤0.01% 1101
2023
Q3 		$46.4K Buy
154
+20
+15% +$5.17K ﹤0.01% 1314
2023
Q2 		$28.1K Buy
134
+131
+4,367% +$29.2K ﹤0.01% 1524
2023
Q1 		$683 Buy
+3
New +$717 ﹤0.01% 2836

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

Global Retirement Partners's ERIE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Erie Indemnity (ERIE) in Q2 2026: 119 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #2861 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ERIE as recently as Q4 2025.

Global Retirement Partners first reported a position in ERIE in Q1 2023 and has held it in 12 quarters since. The position peaked at $141K in Q3 2024. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Global Retirement Partners held 119 shares of Erie Indemnity worth $28.5K as of Q2 2026.
  • Erie Indemnity was a new Global Retirement Partners position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2861 holding.
  • Global Retirement Partners first reported a position in Erie Indemnity in Q1 2023 and has held it in 12 quarters since.
  • Global Retirement Partners's Erie Indemnity position peaked at $141K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.