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IFP Advisors’s Erie Indemnity ERIE Stock Holding History

IFP 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 		$3.36K Sell
14
-13
-48% -$2.98K ﹤0.01% 4002
2026
Q1 		$6.79K Buy
27
+13
+93% +$3.49K ﹤0.01% 3363
2025
Q4 		$4.01K Buy
14
+3
+27% +$895 ﹤0.01% 3520
2025
Q3 		$3.5K Buy
11
+10
+1,000% +$3.45K ﹤0.01% 3448
2025
Q2 		$347 Sell
1
-16
-94% -$5.93K ﹤0.01% 4527
2025
Q1 		$7.12K Buy
17
+3
+21% +$1.22K ﹤0.01% 2692
2024
Q4 		$5.77K Buy
14
+3
+27% +$1.34K ﹤0.01% 2737
2024
Q3 		$5.94K Sell
11
-79
-88% -$36K ﹤0.01% 2610
2024
Q2 		$32.6K Buy
90
+82
+1,025% +$31.2K ﹤0.01% 1852
2024
Q1 		$3.21K Buy
8
+6
+300% +$2.21K ﹤0.01% 2577
2023
Q4 		$670 Buy
+2
New +$601 ﹤0.01% 2851
2023
Q1 		– Sell
-26
Closed -$6K – 3694
2022
Q4 		$6K Sell
26
-105
-80% -$27K ﹤0.01% 3683
2022
Q3 		$20K Buy
131
+7
+6% +$1.47K ﹤0.01% 3072
2022
Q2 		$16K Hold
124
– – ﹤0.01% 3022
2022
Q1 		$16K Buy
+124
New +$22.3K ﹤0.01% 3022
2020
Q2 		– Sell
-3
Closed -$528 – 2785
2020
Q1 		$0 Buy
+3
New +$483 ﹤0.01% 2822
2019
Q1 		– Sell
-170
Closed -$22K – 2652
2018
Q4 		$22K Sell
170
-2
-1% -$259 ﹤0.01% 2070
2018
Q3 		$22K Buy
+172
New +$21.4K ﹤0.01% 2406

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

IFP Advisors's ERIE Position: Q2 2026 in Review

IFP Advisors reduced its Erie Indemnity (ERIE) stake by 48% in Q2 2026, selling an estimated $2.98K and leaving 14 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4002.

IFP Advisors first reported a position in ERIE in Q3 2018 and has held it in 18 quarters since. The position peaked at $32.6K in Q2 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • IFP Advisors held 14 shares of Erie Indemnity worth $3.36K as of Q2 2026.
  • IFP Advisors sold 13 Erie Indemnity shares in Q2 2026, an estimated $2.98K.
  • Erie Indemnity made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4002 holding.
  • IFP Advisors first reported a position in Erie Indemnity in Q3 2018 and has held it in 18 quarters since.
  • IFP Advisors's Erie Indemnity position peaked at $32.6K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.