Brinker Capital Investments’s Erie Indemnity ERIE Stock Holding History

Brinker Capital Investments’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	$322K	Buy	+1,282	New	+$344K	﹤0.01%	1639
2025 Q2	–	Sell	-542	Closed	-$227K	–	2000
2025 Q1	$227K	Sell	542 -252	-32%	-$103K	﹤0.01%	1749
2024 Q4	$327K	Buy	794 +247	+45%	+$111K	﹤0.01%	1515
2024 Q3	$295K	Buy	+547	New	+$249K	﹤0.01%	1527
2020 Q1	–	Sell	-59	Closed	-$10K	–	429
2019 Q4	$10K	Hold	59	–	–	﹤0.01%	567
2019 Q3	$11K	Hold	59	–	–	﹤0.01%	563
2019 Q2	$15K	Hold	59	–	–	﹤0.01%	735
2019 Q1	$11K	Hold	59	–	–	﹤0.01%	619
2018 Q4	$8K	Hold	59	–	–	﹤0.01%	516
2018 Q3	$8K	Buy	+59	New	+$7.33K	﹤0.01%	494

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments's ERIE Position: Q1 2026 in Review

Brinker Capital Investments opened a new position in Erie Indemnity (ERIE) in Q1 2026: 1,282 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in ERIE as recently as Q1 2025.

Brinker Capital Investments first reported a position in ERIE in Q3 2018 and has held it in 10 quarters since. The position peaked at $327K in Q4 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Brinker Capital Investments held 1,282 shares of Erie Indemnity worth $322K as of Q1 2026.
Erie Indemnity was a new Brinker Capital Investments position in Q1 2026.
Erie Indemnity made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1639 holding.
Brinker Capital Investments first reported a position in Erie Indemnity in Q3 2018 and has held it in 10 quarters since.
Brinker Capital Investments's Erie Indemnity position peaked at $327K in Q4 2024.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.