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Integrated Wealth Concepts’s Erie Indemnity ERIE Stock Holding History

Integrated Wealth Concepts’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 		$77.7K Buy
+324
New +$74.3K ﹤0.01% 3009

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

Integrated Wealth Concepts's ERIE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Erie Indemnity (ERIE) in Q2 2026: 324 shares worth $77.7K. The stake represents ﹤0.01% of the portfolio and ranks #3009 among its holdings.

436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Integrated Wealth Concepts held 324 shares of Erie Indemnity worth $77.7K as of Q2 2026.
  • Erie Indemnity was a new Integrated Wealth Concepts position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3009 holding.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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