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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
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 $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Trust Inc's ERIE Position: Q1 2026 in Review

Blue Trust Inc reduced its Erie Indemnity (ERIE) stake by 0.24% in Q1 2026, selling an estimated $1.07K and leaving 1,690 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Blue Trust Inc first reported a position in ERIE in Q3 2023 and has held it in 11 quarters since. The position peaked at $581K in Q2 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Blue Trust Inc held 1,690 shares of Erie Indemnity worth $425K as of Q1 2026.
  • Blue Trust Inc sold 4 Erie Indemnity shares in Q1 2026, an estimated $1.07K.
  • Erie Indemnity made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #529 holding.
  • Blue Trust Inc first reported a position in Erie Indemnity in Q3 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's Erie Indemnity position peaked at $581K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.