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J.W. Cole Advisors’s Erie Indemnity ERIE Stock Holding History

J.W. Cole 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 		$205K Buy
853
+5
+0.6% +$1.15K ﹤0.01% 1493
2026
Q1 		$213K Buy
+848
New +$228K 0.01% 735
2025
Q4 		– Sell
-827
Closed -$263K – 1505
2025
Q3 		$263K Buy
827
+20
+2% +$6.91K 0.01% 1287
2025
Q2 		$280K Buy
807
+2
+0.2% +$742 0.01% 1180
2025
Q1 		$337K Buy
+805
New +$329K 0.01% 909

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

J.W. Cole Advisors's ERIE Position: Q2 2026 in Review

J.W. Cole Advisors increased its Erie Indemnity (ERIE) stake by 0.59% in Q2 2026, buying an estimated $1.15K and bringing the position to 853 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

J.W. Cole Advisors first reported a position in ERIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $337K in Q1 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • J.W. Cole Advisors held 853 shares of Erie Indemnity worth $205K as of Q2 2026.
  • J.W. Cole Advisors bought 5 Erie Indemnity shares in Q2 2026, an estimated $1.15K.
  • Erie Indemnity made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1493 holding.
  • J.W. Cole Advisors first reported a position in Erie Indemnity in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Erie Indemnity position peaked at $337K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.