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 Q3	$2.85K	Sell	13 -3	-19%	-$732	﹤0.01%	2409
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 Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's ERIE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Erie Indemnity (ERIE) stake by 19% in Q3 2026, selling an estimated $732 and leaving 13 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Pinnacle Wealth Planning Services first reported a position in ERIE in Q4 2020 and has held it in 5 quarters since. The position peaked at $24K in Q4 2020. 221 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

Pinnacle Wealth Planning Services held 13 shares of Erie Indemnity worth $2.85K as of Q3 2026.
Pinnacle Wealth Planning Services sold 3 Erie Indemnity shares in Q3 2026, an estimated $732.
Erie Indemnity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2409 holding.
Pinnacle Wealth Planning Services first reported a position in Erie Indemnity in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Erie Indemnity position peaked at $24K in Q4 2020.
221 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.