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Root Financial Partners’s Erie Indemnity ERIE Stock Holding History

Root Financial Partners’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 		– Sell
-9
Closed -$2.26K – 1265
2026
Q1 		$2.26K Sell
9
-19
-68% -$5.1K ﹤0.01% 2267
2025
Q4 		$8.03K Buy
28
+11
+65% +$3.28K ﹤0.01% 1597
2025
Q3 		$5.41K Buy
+17
New +$5.87K ﹤0.01% 1695

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State Street
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Vanguard Portfolio Management
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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

Root Financial Partners's ERIE Position: Q2 2026 in Review

Root Financial Partners sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 9 shares — an estimated $2.26K sold.

Root Financial Partners first reported a position in ERIE in Q3 2025 and held it in 3 quarters. The position peaked at $8.03K in Q4 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Root Financial Partners reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 Erie Indemnity shares in Q2 2026, an estimated $2.26K.
  • Root Financial Partners first reported a position in Erie Indemnity in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Erie Indemnity position peaked at $8.03K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.