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Three Bearings Fiduciary Advisors’s Erie Indemnity ERIE Stock Holding History

Three Bearings Fiduciary Advisors’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 		– Sell
-2
Closed -$567 – 355
2025
Q4 		$567 Buy
+2
New +$597 ﹤0.01% 361

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State Street
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VPM
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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

Three Bearings Fiduciary Advisors's ERIE Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 2 shares — an estimated $567 sold.

Three Bearings Fiduciary Advisors first reported a position in ERIE in Q4 2025 and held it in 1 quarter. The position peaked at $567 in Q4 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 2 Erie Indemnity shares in Q1 2026, an estimated $567.
  • Three Bearings Fiduciary Advisors first reported a position in Erie Indemnity in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Erie Indemnity position peaked at $567 in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.