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True Wealth Design’s Erie Indemnity ERIE Stock Holding History

True Wealth Design’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 		$2.64K Buy
11
+9
+450% +$2.06K ﹤0.01% 1580
2026
Q1 		$503 Buy
+2
New +$537 ﹤0.01% 2049

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

True Wealth Design's ERIE Position: Q2 2026 in Review

True Wealth Design increased its Erie Indemnity (ERIE) stake by 450% in Q2 2026, buying an estimated $2.06K and bringing the position to 11 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

True Wealth Design first reported a position in ERIE in Q1 2026 and has held it in 2 quarters since. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • True Wealth Design held 11 shares of Erie Indemnity worth $2.64K as of Q2 2026.
  • True Wealth Design bought 9 Erie Indemnity shares in Q2 2026, an estimated $2.06K.
  • Erie Indemnity made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1580 holding.
  • True Wealth Design first reported a position in Erie Indemnity in Q1 2026 and has held it in 2 quarters since.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.