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

Private 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 		$9.59K Buy
40
+2
+5% +$459 ﹤0.01% 593
2026
Q1 		$9.55K Buy
38
+36
+1,800% +$9.66K ﹤0.01% 538
2025
Q4 		$574 Sell
2
-12
-86% -$3.58K ﹤0.01% 1384
2025
Q3 		$4.46K Sell
14
-4
-22% -$1.38K ﹤0.01% 832
2025
Q2 		$6.24K Buy
18
+9
+100% +$3.34K ﹤0.01% 664
2025
Q1 		$3.77K Buy
+9
New +$3.67K ﹤0.01% 829

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

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

Private Wealth Management Group increased its Erie Indemnity (ERIE) stake by 5.3% in Q2 2026, buying an estimated $459 and bringing the position to 40 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Private Wealth Management Group first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Private Wealth Management Group held 40 shares of Erie Indemnity worth $9.59K as of Q2 2026.
  • Private Wealth Management Group bought 2 Erie Indemnity shares in Q2 2026, an estimated $459.
  • Erie Indemnity made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #593 holding.
  • Private Wealth Management Group first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.