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SHP Wealth Management’s Erie Indemnity ERIE Stock Holding History

SHP Wealth Management’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
Q1 		$754 Buy
3
+2
+200% +$537 ﹤0.01% 1534
2025
Q4 		$287 Buy
+1
New +$298 ﹤0.01% 1438

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's ERIE Position: Q1 2026 in Review

SHP Wealth Management increased its Erie Indemnity (ERIE) stake by 200% in Q1 2026, buying an estimated $537 and bringing the position to 3 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

SHP Wealth Management first reported a position in ERIE in Q4 2025 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • SHP Wealth Management held 3 shares of Erie Indemnity worth $754 as of Q1 2026.
  • SHP Wealth Management bought 2 Erie Indemnity shares in Q1 2026, an estimated $537.
  • Erie Indemnity made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1534 holding.
  • SHP Wealth Management first reported a position in Erie Indemnity in Q4 2025 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.