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Planning Strategies Inc.’s Erie Indemnity ERIE Stock Holding History

Planning Strategies Inc.’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 		$1.44K Buy
+6
New +$1.38K ﹤0.01% 669

Other funds holding ERIE

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Planning Strategies Inc.'s ERIE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Erie Indemnity (ERIE) in Q2 2026: 6 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings.

125 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Planning Strategies Inc. held 6 shares of Erie Indemnity worth $1.44K as of Q2 2026.
  • Erie Indemnity was a new Planning Strategies Inc. position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #669 holding.
  • 125 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.