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American Capital Advisory’s Erie Indemnity ERIE Stock Holding History

American Capital Advisory’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
-1
Closed -$287 – 1156
2025
Q4 		$287 Hold
1
– – ﹤0.01% 872
2025
Q3 		$319 Buy
+1
New +$345 ﹤0.01% 787

Other funds holding ERIE

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

American Capital Advisory's ERIE Position: Q1 2026 in Review

American Capital Advisory sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 1 share — an estimated $287 sold.

American Capital Advisory first reported a position in ERIE in Q3 2025 and held it in 2 quarters. The position peaked at $319 in Q3 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • American Capital Advisory reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • American Capital Advisory sold 1 Erie Indemnity share in Q1 2026, an estimated $287.
  • American Capital Advisory first reported a position in Erie Indemnity in Q3 2025 and held it in 2 quarters.
  • American Capital Advisory's Erie Indemnity position peaked at $319 in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.