Jones Financial Companies
ERIE icon

Jones Financial Companies’s Erie Indemnity ERIE Stock Holding History

Jones Financial Companies’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
Q1 		$81.7K Buy
339
+16
+5% +$4.29K ﹤0.01% 2748
2025
Q4 		$92.5K Buy
323
+212
+191% +$63.3K ﹤0.01% 2246
2025
Q3 		$34.9K Buy
111
+56
+102% +$19.3K ﹤0.01% 2528
2025
Q2 		$18.7K Buy
55
+40
+267% +$14.8K ﹤0.01% 2628
2025
Q1 		$6.16K Buy
15
+10
+200% +$4.08K ﹤0.01% 2886
2024
Q4 		$2.06K Buy
+5
New +$2.24K ﹤0.01% 2992

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's ERIE Position: Q1 2026 in Review

Jones Financial Companies increased its Erie Indemnity (ERIE) stake by 5% in Q1 2026, buying an estimated $4.29K and bringing the position to 339 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Jones Financial Companies first reported a position in ERIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.5K in Q4 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Jones Financial Companies held 339 shares of Erie Indemnity worth $81.7K as of Q1 2026.
  • Jones Financial Companies bought 16 Erie Indemnity shares in Q1 2026, an estimated $4.29K.
  • Erie Indemnity made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2748 holding.
  • Jones Financial Companies first reported a position in Erie Indemnity in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Erie Indemnity position peaked at $92.5K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.