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ERIE icon

NewEdge Advisors’s Erie Indemnity ERIE Stock Holding History

NewEdge 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 		$9.59K Hold
40
– – ﹤0.01% 3552
2026
Q1 		$10.1K Hold
40
– – ﹤0.01% 3398
2025
Q4 		$11.5K Hold
40
– – ﹤0.01% 3431
2025
Q3 		$12.7K Hold
40
– – ﹤0.01% 3259
2025
Q2 		$13.9K Hold
40
– – ﹤0.01% 3083
2025
Q1 		$16.8K Hold
40
– – ﹤0.01% 2922
2024
Q4 		$16.5K Hold
40
– – ﹤0.01% 2862
2024
Q3 		$21.6K Hold
40
– – ﹤0.01% 2693
2024
Q2 		$14.5K Sell
40
-1
-2% -$380 ﹤0.01% 2722
2024
Q1 		$16.5K Sell
41
-7
-15% -$2.58K ﹤0.01% 2692
2023
Q4 		$16.1K Sell
48
-124
-72% -$37.2K ﹤0.01% 2665
2023
Q3 		$50.5K Buy
172
+7
+4% +$1.81K ﹤0.01% 2093
2023
Q2 		$34.7K Buy
165
+5
+3% +$1.12K ﹤0.01% 2219
2023
Q1 		$37.1K Hold
160
– – ﹤0.01% 2120
2022
Q4 		$40 Buy
+160
New +$41.2K ﹤0.01% 3504
2018
Q2 		– Sell
-53,935
Closed -$6.19M – 544
2018
Q1 		$6.19M Buy
53,935
+9,917
+23% +$1.15M 0.71% 39
2017
Q4 		$5.17M Buy
44,018
+3,762
+9% +$456K 0.7% 44
2017
Q3 		$4.77M Buy
+40,256
New +$4.92M 0.74% 41

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

NewEdge Advisors's ERIE Position: Q2 2026 in Review

NewEdge Advisors held its Erie Indemnity (ERIE) position steady in Q2 2026 at 40 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3552.

NewEdge Advisors first reported a position in ERIE in Q3 2017 and has held it in 18 quarters since. The position peaked at $6.19M in Q1 2018. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • NewEdge Advisors held 40 shares of Erie Indemnity worth $9.59K as of Q2 2026.
  • NewEdge Advisors left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3552 holding.
  • NewEdge Advisors first reported a position in Erie Indemnity in Q3 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Erie Indemnity position peaked at $6.19M in Q1 2018.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.