Bank Julius Baer & Co’s Erie Indemnity ERIE Stock Holding History

Bank Julius Baer & Co’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	-4,360	Closed	-$1.25M	–	688
2025 Q4	$1.25M	Sell	4,360 -1,021	-19%	-$305K	﹤0.01%	356
2025 Q3	$1.71M	Sell	5,381 -1,407	-21%	-$486K	﹤0.01%	337
2025 Q2	$2.35M	Buy	+6,788	New	+$2.52M	0.01%	291
2022 Q3	–	Sell	-864	Closed	-$166K	–	596
2022 Q2	$166K	Hold	864	–	–	﹤0.01%	428
2022 Q1	$152K	Hold	864	–	–	﹤0.01%	450
2021 Q4	$166K	Buy	864 +52	+6%	+$10.4K	﹤0.01%	554
2021 Q3	$145K	Buy	812 +5	+0.6%	+$904	﹤0.01%	595
2021 Q2	$156K	Buy	807 +128	+19%	+$26.4K	﹤0.01%	599
2021 Q1	$150K	Sell	679 -245	-27%	-$59.5K	﹤0.01%	580
2020 Q4	$227K	Sell	924 -121	-12%	-$28.2K	﹤0.01%	549
2020 Q3	$220K	Buy	1,045 +4	+0.4%	+$839	﹤0.01%	489
2020 Q2	$200K	Buy	+1,041	New	+$183K	﹤0.01%	451

Other funds holding ERIE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co's ERIE Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 4,360 shares — an estimated $1.25M sold.

Bank Julius Baer & Co first reported a position in ERIE in Q2 2020 and held it in 12 quarters. The position peaked at $2.35M in Q2 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Bank Julius Baer & Co reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
Bank Julius Baer & Co sold 4,360 Erie Indemnity shares in Q1 2026, an estimated $1.25M.
Bank Julius Baer & Co first reported a position in Erie Indemnity in Q2 2020 and held it in 12 quarters.
Bank Julius Baer & Co's Erie Indemnity position peaked at $2.35M in Q2 2025.
404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.