Lido Advisors
ERIE icon

Lido Advisors’s Erie Indemnity ERIE Stock Holding History

Lido 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 		$825K Buy
3,442
+269
+8% +$61.7K ﹤0.01% 1189
2026
Q1 		$798K Buy
3,173
+5
+0.2% +$1.34K ﹤0.01% 1072
2025
Q4 		$1M Buy
3,168
+89
+3% +$26.6K ﹤0.01% 1002
2025
Q3 		$980K Buy
3,079
+80
+3% +$27.6K ﹤0.01% 959
2025
Q2 		$1.04M Buy
2,999
+991
+49% +$368K ﹤0.01% 834
2025
Q1 		$841K Buy
2,008
+192
+11% +$78.3K ﹤0.01% 841
2024
Q4 		$749K Buy
1,816
+57
+3% +$25.5K ﹤0.01% 871
2024
Q3 		$950K Buy
+1,759
New +$801K ﹤0.01% 729

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

Lido Advisors's ERIE Position: Q2 2026 in Review

Lido Advisors increased its Erie Indemnity (ERIE) stake by 8.5% in Q2 2026, buying an estimated $61.7K and bringing the position to 3,442 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Lido Advisors first reported a position in ERIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Lido Advisors held 3,442 shares of Erie Indemnity worth $825K as of Q2 2026.
  • Lido Advisors bought 269 Erie Indemnity shares in Q2 2026, an estimated $61.7K.
  • Erie Indemnity made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1189 holding.
  • Lido Advisors first reported a position in Erie Indemnity in Q3 2024 and has held it in 8 quarters since.
  • Lido Advisors's Erie Indemnity position peaked at $1.04M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.