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Parkworth Wealth Management’s Erie Indemnity ERIE Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$694 Buy
2
+1
+100% +$371 ﹤0.01% 530
2025
Q1 		$419 Hold
1
– – ﹤0.01% 479
2024
Q4 		$412 Buy
+1
New +$448 ﹤0.01% 494

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's ERIE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Erie Indemnity (ERIE) stake by 100% in Q2 2025, buying an estimated $371 and bringing the position to 2 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Parkworth Wealth Management first reported a position in ERIE in Q4 2024 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Erie Indemnity worth $694 as of Q2 2025.
  • Parkworth Wealth Management bought 1 Erie Indemnity share in Q2 2025, an estimated $371.
  • Erie Indemnity made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #530 holding.
  • Parkworth Wealth Management first reported a position in Erie Indemnity in Q4 2024 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.