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Atria Investments’s Erie Indemnity ERIE Stock Holding History

Atria Investments’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
-762
Closed -$218K – 2077
2025
Q4 		$218K Buy
+762
New +$227K ﹤0.01% 1921
2025
Q1 		– Sell
-878
Closed -$362K – 1919
2024
Q4 		$362K Sell
878
-1
-0.1% -$448 ﹤0.01% 1491
2024
Q3 		$474K Buy
879
+91
+12% +$41.4K 0.01% 1356
2024
Q2 		$286K Buy
+788
New +$299K ﹤0.01% 1619
2019
Q3 		– Sell
-1,070
Closed -$236K – 901
2019
Q2 		$236K Buy
+1,070
New +$221K 0.01% 838
2017
Q4 		– Sell
-2,011
Closed -$242K – 835
2017
Q3 		$242K Buy
2,011
+381
+23% +$46.5K 0.01% 682
2017
Q2 		$204K Buy
+1,630
New +$197K 0.01% 698

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
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

Atria Investments's ERIE Position: Q1 2026 in Review

Atria Investments sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 762 shares — an estimated $218K sold.

Atria Investments first reported a position in ERIE in Q2 2017 and held it in 7 quarters. The position peaked at $474K in Q3 2024. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Atria Investments reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 762 Erie Indemnity shares in Q1 2026, an estimated $218K.
  • Atria Investments first reported a position in Erie Indemnity in Q2 2017 and held it in 7 quarters.
  • Atria Investments's Erie Indemnity position peaked at $474K in Q3 2024.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.