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Independent Advisor Alliance’s Erie Indemnity ERIE Stock Holding History

Independent Advisor Alliance’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 		$448K Buy
1,867
+324
+21% +$74.3K 0.01% 706
2026
Q1 		$388K Buy
1,543
+229
+17% +$61.5K ﹤0.01% 1215
2025
Q4 		$377K Buy
1,314
+45
+4% +$13.4K 0.01% 730
2025
Q3 		$404K Buy
1,269
+82
+7% +$28.3K 0.01% 684
2025
Q2 		$412K Buy
1,187
+116
+11% +$43K 0.01% 647
2025
Q1 		$449K Buy
+1,071
New +$437K 0.01% 552

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

Independent Advisor Alliance's ERIE Position: Q2 2026 in Review

Independent Advisor Alliance increased its Erie Indemnity (ERIE) stake by 21% in Q2 2026, buying an estimated $74.3K and bringing the position to 1,867 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #706.

Independent Advisor Alliance first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q1 2025. 438 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Independent Advisor Alliance held 1,867 shares of Erie Indemnity worth $448K as of Q2 2026.
  • Independent Advisor Alliance bought 324 Erie Indemnity shares in Q2 2026, an estimated $74.3K.
  • Erie Indemnity made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #706 holding.
  • Independent Advisor Alliance first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Erie Indemnity position peaked at $449K in Q1 2025.
  • 438 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.