Prestige Wealth Management Group’s Erie Indemnity ERIE Stock Holding History

Prestige Wealth Management Group’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	$959	Hold	4	–	–	﹤0.01%	920
2026 Q1	$1.01K	Hold	4	–	–	﹤0.01%	857
2025 Q4	$1.15K	Hold	4	–	–	﹤0.01%	853
2025 Q3	$1.27K	Hold	4	–	–	﹤0.01%	820
2025 Q2	$1.39K	Hold	4	–	–	﹤0.01%	805
2025 Q1	$1.68K	Hold	4	–	–	﹤0.01%	773
2024 Q4	$1.65K	Hold	4	–	–	﹤0.01%	814
2024 Q3	$2.16K	Hold	4	–	–	﹤0.01%	753
2024 Q2	$1.45K	Sell	4 -9	-69%	-$3.42K	﹤0.01%	782
2024 Q1	$5.22K	Sell	13 -17	-57%	-$6.25K	﹤0.01%	559
2023 Q4	$10K	Sell	30 -4	-12%	-$1.2K	﹤0.01%	447
2023 Q3	$9.99K	Buy	34 +28	+467%	+$7.24K	﹤0.01%	444
2023 Q2	$1.26K	Sell	6 -31	-84%	-$6.92K	﹤0.01%	866
2023 Q1	$8.57K	Buy	37 +20	+118%	+$4.78K	﹤0.01%	471
2022 Q4	$4.23K	Buy	17 +13	+325%	+$3.35K	﹤0.01%	655
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	833
2022 Q2	$1K	Sell	4 -21	-84%	-$3.65K	﹤0.01%	842
2022 Q1	$4K	Buy	+25	New	+$4.49K	﹤0.01%	662
2021 Q1	–	Sell	-3	Closed	-$1K	–	969
2020 Q4	$1K	Sell	3 -62	-95%	-$14.5K	﹤0.01%	832
2020 Q3	$14K	Buy	65 +4	+7%	+$839	﹤0.01%	388
2020 Q2	$12K	Sell	61 -21	-26%	-$3.7K	﹤0.01%	396
2020 Q1	$12K	Buy	+82	New	+$13.2K	0.01%	352

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prestige Wealth Management Group's ERIE Position: Q2 2026 in Review

Prestige Wealth Management Group held its Erie Indemnity (ERIE) position steady in Q2 2026 at 4 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Prestige Wealth Management Group first reported a position in ERIE in Q1 2020 and has held it in 22 quarters since. The position peaked at $14K in Q3 2020. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Prestige Wealth Management Group held 4 shares of Erie Indemnity worth $959 as of Q2 2026.
Prestige Wealth Management Group left its Erie Indemnity share count unchanged in Q2 2026.
Erie Indemnity made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #920 holding.
Prestige Wealth Management Group first reported a position in Erie Indemnity in Q1 2020 and has held it in 22 quarters since.
Prestige Wealth Management Group's Erie Indemnity position peaked at $14K in Q3 2020.
441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.