Wealth Enhancement Advisory Services
ERIE icon

Wealth Enhancement Advisory Services’s Erie Indemnity ERIE Stock Holding History

Wealth Enhancement Advisory Services’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 		$558K Buy
2,214
+903
+69% +$207K ﹤0.01% 2585
2026
Q1 		$327K Buy
1,311
+486
+59% +$130K ﹤0.01% 2688
2025
Q4 		$235K Buy
825
+19
+2% +$5.67K ﹤0.01% 3137
2025
Q3 		$257K Buy
806
+18
+2% +$6.22K ﹤0.01% 2915
2025
Q2 		$273K Sell
788
-21
-3% -$7.79K ﹤0.01% 2718
2025
Q1 		$339K Buy
809
+99
+14% +$40.4K ﹤0.01% 2347
2024
Q4 		$293K Buy
710
+70
+11% +$31.3K ﹤0.01% 2403
2024
Q3 		$345K Sell
640
-141
-18% -$64.2K ﹤0.01% 2076
2024
Q2 		$283K Buy
781
+24
+3% +$9.12K ﹤0.01% 2023
2024
Q1 		$304K Buy
757
+25
+3% +$9.2K ﹤0.01% 1914
2023
Q4 		$245K Buy
732
+45
+7% +$13.5K ﹤0.01% 1966
2023
Q3 		$202K Buy
+687
New +$178K ﹤0.01% 2000
2023
Q1 		– Sell
-4,239
Closed -$1.02M – 531
2022
Q4 		$1.02M Buy
+4,239
New +$1.09M 0.01% 218

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

Wealth Enhancement Advisory Services's ERIE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Erie Indemnity (ERIE) stake by 69% in Q2 2026, buying an estimated $207K and bringing the position to 2,214 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Wealth Enhancement Advisory Services first reported a position in ERIE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2022. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,214 shares of Erie Indemnity worth $558K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 903 Erie Indemnity shares in Q2 2026, an estimated $207K.
  • Erie Indemnity made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2585 holding.
  • Wealth Enhancement Advisory Services first reported a position in Erie Indemnity in Q4 2022 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Erie Indemnity position peaked at $1.02M in Q4 2022.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.