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ORG Wealth Partners’s Erie Indemnity ERIE Stock Holding History

ORG Wealth Partners’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 		$9.35K Sell
39
-401
-91% -$91.9K ﹤0.01% 540
2026
Q1 		$111K Sell
440
-289
-40% -$77.6K 0.02% 274
2025
Q4 		$209K Buy
729
+504
+224% +$150K 0.05% 195
2025
Q3 		$71.6K Buy
225
+66
+42% +$22.8K 0.02% 305
2025
Q2 		$56K Buy
159
+16
+11% +$5.93K 0.01% 318
2025
Q1 		$58.8K Buy
+143
New +$58.4K 0.02% 336

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

ORG Wealth Partners's ERIE Position: Q2 2026 in Review

ORG Wealth Partners reduced its Erie Indemnity (ERIE) stake by 91% in Q2 2026, selling an estimated $91.9K and leaving 39 shares worth $9.35K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

ORG Wealth Partners first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $209K in Q4 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • ORG Wealth Partners held 39 shares of Erie Indemnity worth $9.35K as of Q2 2026.
  • ORG Wealth Partners sold 401 Erie Indemnity shares in Q2 2026, an estimated $91.9K.
  • Erie Indemnity made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #540 holding.
  • ORG Wealth Partners first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Erie Indemnity position peaked at $209K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.