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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
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 $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ORG Wealth Partners's ERIE Position: Q1 2026 in Review

ORG Wealth Partners reduced its Erie Indemnity (ERIE) stake by 40% in Q1 2026, selling an estimated $77.6K and leaving 440 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #274.

ORG Wealth Partners first reported a position in ERIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $209K in Q4 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • ORG Wealth Partners held 440 shares of Erie Indemnity worth $111K as of Q1 2026.
  • ORG Wealth Partners sold 289 Erie Indemnity shares in Q1 2026, an estimated $77.6K.
  • Erie Indemnity made up 0.02% of ORG Wealth Partners's portfolio in Q1 2026, its #274 holding.
  • ORG Wealth Partners first reported a position in Erie Indemnity in Q1 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Erie Indemnity position peaked at $209K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.