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Kestra Advisory Services’s Erie Indemnity ERIE Stock Holding History

Kestra Advisory Services’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 		$1.19M Buy
4,947
+212
+4% +$48.6K ﹤0.01% 1708
2026
Q1 		$1.19M Sell
4,735
-292
-6% -$78.4K ﹤0.01% 1611
2025
Q4 		$1.44M Buy
5,027
+7
+0.1% +$2.09K 0.01% 1418
2025
Q3 		$1.6M Buy
5,020
+9
+0.2% +$3.11K 0.01% 1285
2025
Q2 		$1.74M Buy
5,011
+7
+0.1% +$2.6K 0.01% 1153
2025
Q1 		$2.1M Sell
5,004
-933
-16% -$381K 0.01% 961
2024
Q4 		$2.45M Buy
5,937
+501
+9% +$224K 0.01% 899
2024
Q3 		$2.93M Buy
5,436
+7
+0.1% +$3.19K 0.02% 783
2024
Q2 		$1.97M Buy
5,429
+8
+0.1% +$3.04K 0.01% 963
2024
Q1 		$2.18M Sell
5,421
-142
-3% -$52.2K 0.01% 836
2023
Q4 		$1.86M Buy
5,563
+9
+0.2% +$2.7K 0.02% 826
2023
Q3 		$1.63M Buy
5,554
+773
+16% +$200K 0.02% 770
2023
Q2 		$1M Buy
4,781
+7
+0.1% +$1.56K 0.01% 974
2023
Q1 		$1.11M Sell
4,774
-608
-11% -$145K 0.01% 892
2022
Q4 		$1.34M Buy
5,382
+19
+0.4% +$4.89K 0.01% 919
2022
Q3 		$1.19M Buy
5,363
+4
+0.1% +$842 0.01% 888
2022
Q2 		$1.03M Buy
5,359
+32
+0.6% +$5.57K 0.01% 965
2022
Q1 		$938K Buy
5,327
+16
+0.3% +$2.87K 0.01% 998
2021
Q4 		$1.02M Buy
5,311
+8
+0.2% +$1.61K 0.01% 972
2021
Q3 		$946K Buy
5,303
+8
+0.2% +$1.45K 0.01% 1050
2021
Q2 		$1.02M Buy
5,295
+7
+0.1% +$1.44K 0.01% 930
2021
Q1 		$1.17M Sell
5,288
-780
-13% -$189K 0.01% 804
2020
Q4 		$1.49M Buy
6,068
+6,049
+31,837% +$1.41M 0.02% 699
2020
Q3 		$302K Buy
+19
New +$3.99K 0.01% 1110

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

Kestra Advisory Services's ERIE Position: Q2 2026 in Review

Kestra Advisory Services increased its Erie Indemnity (ERIE) stake by 4.5% in Q2 2026, buying an estimated $48.6K and bringing the position to 4,947 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Kestra Advisory Services first reported a position in ERIE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.93M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Kestra Advisory Services held 4,947 shares of Erie Indemnity worth $1.19M as of Q2 2026.
  • Kestra Advisory Services bought 212 Erie Indemnity shares in Q2 2026, an estimated $48.6K.
  • Erie Indemnity made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1708 holding.
  • Kestra Advisory Services first reported a position in Erie Indemnity in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Erie Indemnity position peaked at $2.93M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.