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Pinnacle Wealth Planning Services’s Erie Indemnity ERIE Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.84K Buy
16
+10
+167% +$2.29K ﹤0.01% 2354
2026
Q1 		$1.51K Sell
6
-1
-14% -$268 ﹤0.01% 2493
2025
Q4 		$2.01K Buy
+7
New +$2.09K ﹤0.01% 2482
2021
Q1 		– Sell
-98
Closed -$24K – 852
2020
Q4 		$24K Buy
+98
New +$22.9K 0.01% 1085

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

Pinnacle Wealth Planning Services's ERIE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Erie Indemnity (ERIE) stake by 167% in Q2 2026, buying an estimated $2.29K and bringing the position to 16 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Pinnacle Wealth Planning Services first reported a position in ERIE in Q4 2020 and has held it in 4 quarters since. The position peaked at $24K in Q4 2020. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 16 shares of Erie Indemnity worth $3.84K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Erie Indemnity shares in Q2 2026, an estimated $2.29K.
  • Erie Indemnity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2354 holding.
  • Pinnacle Wealth Planning Services first reported a position in Erie Indemnity in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Erie Indemnity position peaked at $24K in Q4 2020.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.