Raymond James Financial
ERIE icon

Raymond James Financial’s Erie Indemnity ERIE Stock Holding History

Raymond James Financial’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 		$626K Sell
2,611
-81
-3% -$18.6K ﹤0.01% 4349
2026
Q1 		$677K Sell
2,692
-18
-0.7% -$4.83K ﹤0.01% 4137
2025
Q4 		$777K Sell
2,710
-2,436
-47% -$727K ﹤0.01% 3956
2025
Q3 		$1.64M Sell
5,146
-163
-3% -$56.3K ﹤0.01% 3321
2025
Q2 		$1.84M Buy
5,309
+3,858
+266% +$1.43M ﹤0.01% 3145
2025
Q1 		$608K Sell
1,451
-177
-11% -$72.2K ﹤0.01% 3808
2024
Q4 		$671K Buy
+1,628
New +$729K ﹤0.01% 3722

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 $3.38T AUM 44.17% 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

Raymond James Financial's ERIE Position: Q2 2026 in Review

Raymond James Financial reduced its Erie Indemnity (ERIE) stake by 3% in Q2 2026, selling an estimated $18.6K and leaving 2,611 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #4349.

Raymond James Financial first reported a position in ERIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q2 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Raymond James Financial held 2,611 shares of Erie Indemnity worth $626K as of Q2 2026.
  • Raymond James Financial sold 81 Erie Indemnity shares in Q2 2026, an estimated $18.6K.
  • Erie Indemnity made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4349 holding.
  • Raymond James Financial first reported a position in Erie Indemnity in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Erie Indemnity position peaked at $1.84M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.