TD Private Client Wealth’s Erie Indemnity ERIE Stock Holding History

TD Private Client Wealth’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	$5.99K	Buy	25 +23	+1,150%	+$5.27K	﹤0.01%	1193
2026 Q1	$503	Buy	+2	New	+$537	﹤0.01%	1487
2020 Q4	–	Sell	-13	Closed	-$2.73K	–	1149
2020 Q3	$2.73K	Hold	13	–	–	﹤0.01%	889
2020 Q2	$2.5K	Hold	13	–	–	﹤0.01%	894
2020 Q1	$1.93K	Hold	13	–	–	﹤0.01%	881
2019 Q4	$2.16K	Buy	+13	New	+$2.29K	﹤0.01%	898

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

TD Private Client Wealth's ERIE Position: Q2 2026 in Review

TD Private Client Wealth increased its Erie Indemnity (ERIE) stake by 1,150% in Q2 2026, buying an estimated $5.27K and bringing the position to 25 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

TD Private Client Wealth first reported a position in ERIE in Q4 2019 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

TD Private Client Wealth held 25 shares of Erie Indemnity worth $5.99K as of Q2 2026.
TD Private Client Wealth bought 23 Erie Indemnity shares in Q2 2026, an estimated $5.27K.
Erie Indemnity made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1193 holding.
TD Private Client Wealth first reported a position in Erie Indemnity in Q4 2019 and has held it in 6 quarters since.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.