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Blue Trust Inc’s Erie Indemnity ERIE Stock Holding History

Blue Trust 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 		$445K Buy
1,857
+167
+10% +$38.3K ﹤0.01% 527
2026
Q1 		$425K Sell
1,690
-4
-0.2% -$1.07K ﹤0.01% 529
2025
Q4 		$486K Buy
1,694
+6
+0.4% +$1.79K 0.01% 492
2025
Q3 		$537K Buy
1,688
+14
+0.8% +$4.83K 0.01% 463
2025
Q2 		$581K Buy
1,674
+1,365
+442% +$506K 0.01% 404
2025
Q1 		$129K Buy
309
+82
+36% +$33.5K ﹤0.01% 883
2024
Q4 		$93.6K Buy
227
+40
+21% +$17.9K ﹤0.01% 963
2024
Q3 		$67.8K Buy
187
+92
+97% +$41.9K ﹤0.01% 1436
2024
Q2 		$38.1K Buy
95
+46
+94% +$17.5K ﹤0.01% 1372
2024
Q1 		$19.7K Buy
49
+32
+188% +$11.8K ﹤0.01% 1238
2023
Q4 		$5K Buy
17
+14
+467% +$4.21K ﹤0.01% 1828
2023
Q3 		$1K Buy
+3
New +$776 ﹤0.01% 1906

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

Blue Trust Inc's ERIE Position: Q2 2026 in Review

Blue Trust Inc increased its Erie Indemnity (ERIE) stake by 9.9% in Q2 2026, buying an estimated $38.3K and bringing the position to 1,857 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Blue Trust Inc first reported a position in ERIE in Q3 2023 and has held it in 12 quarters since. The position peaked at $581K in Q2 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Blue Trust Inc held 1,857 shares of Erie Indemnity worth $445K as of Q2 2026.
  • Blue Trust Inc bought 167 Erie Indemnity shares in Q2 2026, an estimated $38.3K.
  • Erie Indemnity made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #527 holding.
  • Blue Trust Inc first reported a position in Erie Indemnity in Q3 2023 and has held it in 12 quarters since.
  • Blue Trust Inc's Erie Indemnity position peaked at $581K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.