LPL Financial
ERIE icon

LPL Financial’s Erie Indemnity ERIE Stock Holding History

LPL Financial’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
Q3 		$745K Sell
3,400
-159
-4% -$38.8K ﹤0.01% 4783
2026
Q2 		$853K Sell
3,559
-181
-5% -$41.5K ﹤0.01% 4547
2026
Q1 		$940K Buy
3,740
+369
+11% +$99.1K ﹤0.01% 4244
2025
Q4 		$966K Sell
3,371
-305
-8% -$91K ﹤0.01% 4106
2025
Q3 		$1.17M Buy
3,676
+867
+31% +$299K ﹤0.01% 3848
2025
Q2 		$974K Sell
2,809
-1,895
-40% -$703K ﹤0.01% 3782
2025
Q1 		$1.97M Sell
4,704
-190
-4% -$77.5K ﹤0.01% 2973
2024
Q4 		$2.02M Sell
4,894
-59
-1% -$26.4K ﹤0.01% 2852
2024
Q3 		$2.67M Buy
4,953
+3,121
+170% +$1.42M ﹤0.01% 2459
2024
Q2 		$664K Buy
1,832
+69
+4% +$26.2K ﹤0.01% 3616
2024
Q1 		$708K Buy
1,763
+143
+9% +$52.6K ﹤0.01% 3478
2023
Q4 		$543K Buy
1,620
+194
+14% +$58.3K ﹤0.01% 3598
2023
Q3 		$419K Buy
1,426
+10
+0.7% +$2.59K ﹤0.01% 3626
2023
Q2 		$297K Sell
1,416
-25
-2% -$5.58K ﹤0.01% 3858
2023
Q1 		$334K Sell
1,441
-174
-11% -$41.6K ﹤0.01% 3658
2022
Q4 		$402K Buy
1,615
+18
+1% +$4.63K ﹤0.01% 3441
2022
Q3 		$355K Sell
1,597
-11
-0.7% -$2.32K ﹤0.01% 3444
2022
Q2 		$309K Sell
1,608
-114
-7% -$19.8K ﹤0.01% 3604
2022
Q1 		$303K Buy
1,722
+7
+0.4% +$1.26K ﹤0.01% 3557
2021
Q4 		$330K Buy
+1,715
New +$345K ﹤0.01% 3620

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial's ERIE Position: Q3 2026 in Review

LPL Financial reduced its Erie Indemnity (ERIE) stake by 4.5% in Q3 2026, selling an estimated $38.8K and leaving 3,400 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #4783.

LPL Financial first reported a position in ERIE in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.67M in Q3 2024. 309 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • LPL Financial held 3,400 shares of Erie Indemnity worth $745K as of Q3 2026.
  • LPL Financial sold 159 Erie Indemnity shares in Q3 2026, an estimated $38.8K.
  • Erie Indemnity made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4783 holding.
  • LPL Financial first reported a position in Erie Indemnity in Q4 2021 and has held it in 20 quarters since.
  • LPL Financial's Erie Indemnity position peaked at $2.67M in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.