Rehmann Capital Advisory Group’s Erie Indemnity ERIE Stock Holding History

Rehmann Capital Advisory 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	$4.77M	Sell	19,886 -4	-0%	-$917	0.22%	79
2026 Q1	$5M	Buy	19,890 +7	+0%	+$1.88K	0.26%	68
2025 Q4	$5.7M	Buy	19,883 +1,825	+10%	+$545K	0.3%	61
2025 Q3	$5.75M	Hold	18,058	–	–	0.31%	59
2025 Q2	$6.26M	Hold	18,058	–	–	0.38%	49
2025 Q1	$7.57M	Hold	18,058	–	–	0.48%	42
2024 Q4	$7.44M	Sell	18,058 -12,000	-40%	-$5.37M	0.47%	40
2024 Q3	$16.2M	Hold	30,058	–	–	1.06%	19
2024 Q2	$10.9M	Hold	30,058	–	–	0.78%	23
2024 Q1	$12.1M	Hold	30,058	–	–	0.9%	20
2023 Q4	$10.1M	Hold	30,058	–	–	0.83%	20
2023 Q3	$8.83M	Hold	30,058	–	–	0.82%	26
2023 Q2	$6.31M	Hold	30,058	–	–	0.57%	32
2023 Q1	$6.96M	Hold	30,058	–	–	0.65%	30
2022 Q4	$7.48M	Hold	30,058	–	–	0.77%	27
2022 Q3	$6.68M	Hold	30,058	–	–	0.74%	29
2022 Q2	$5.78M	Hold	30,058	–	–	0.64%	33
2022 Q1	$5.29M	Buy	+30,058	New	+$5.4M	0.5%	38
2018 Q2	–	Sell	-400	Closed	-$47K	–	2150
2018 Q1	$47K	Buy	+400	New	+$46.6K	0.01%	786

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

Rehmann Capital Advisory Group's ERIE Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Erie Indemnity (ERIE) stake by 0.02% in Q2 2026, selling an estimated $917 and leaving 19,886 shares worth $4.77M. The position accounts for 0.22% of the portfolio, ranked #79.

Rehmann Capital Advisory Group first reported a position in ERIE in Q1 2018 and has held it in 19 quarters since. The position peaked at $16.2M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Rehmann Capital Advisory Group held 19,886 shares of Erie Indemnity worth $4.77M as of Q2 2026.
Rehmann Capital Advisory Group sold 4 Erie Indemnity shares in Q2 2026, an estimated $917.
Erie Indemnity made up 0.22% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #79 holding.
Rehmann Capital Advisory Group first reported a position in Erie Indemnity in Q1 2018 and has held it in 19 quarters since.
Rehmann Capital Advisory Group's Erie Indemnity position peaked at $16.2M in Q3 2024.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.