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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
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 $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

BOK Financial's ERIE Position: Q2 2026 in Review

BOK Financial opened a new position in Erie Indemnity (ERIE) in Q2 2026: 4 shares worth $959. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: BOK Financial previously reported a position in ERIE as recently as Q2 2020.

BOK Financial first reported a position in ERIE in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2019. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • BOK Financial held 4 shares of Erie Indemnity worth $959 as of Q2 2026.
  • Erie Indemnity was a new BOK Financial position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1112 holding.
  • BOK Financial first reported a position in Erie Indemnity in Q1 2019 and has held it in 7 quarters since.
  • BOK Financial's Erie Indemnity position peaked at $1.45M in Q3 2019.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.