BOK Financial
ERIE icon

BOK Financial’s Erie Indemnity ERIE Stock Holding History

BOK Financial’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
Q3 		– Sell
-4
Closed -$959 – 1153
2026
Q2 		$959 Buy
+4
New +$917 ﹤0.01% 1112
2020
Q3 		– Sell
-2,902
Closed -$557K – 868
2020
Q2 		$557K Sell
2,902
-587
-17% -$103K 0.01% 601
2020
Q1 		$517K Sell
3,489
-1,738
-33% -$280K 0.01% 567
2019
Q4 		$867K Sell
5,227
-2,576
-33% -$455K 0.02% 547
2019
Q3 		$1.45M Buy
7,803
+3,890
+99% +$883K 0.03% 418
2019
Q2 		$995K Buy
3,913
+1,887
+93% +$390K 0.02% 492
2019
Q1 		$361K Buy
+2,026
New +$325K 0.01% 749

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BOK Financial's ERIE Position: Q3 2026 in Review

BOK Financial sold out of Erie Indemnity (ERIE) in Q3 2026, closing a stake of 4 shares — an estimated $959 sold.

BOK Financial first reported a position in ERIE in Q1 2019 and held it in 7 quarters. The position peaked at $1.45M in Q3 2019. 221 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • BOK Financial reported no remaining Erie Indemnity position as of Q3 2026 after selling out during the quarter.
  • BOK Financial sold 4 Erie Indemnity shares in Q3 2026, an estimated $959.
  • BOK Financial first reported a position in Erie Indemnity in Q1 2019 and held it in 7 quarters.
  • BOK Financial's Erie Indemnity position peaked at $1.45M in Q3 2019.
  • 221 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.