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 Q2	$616K	Buy	2,570 +1,288	+100%	+$295K	﹤0.01%	1386
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 $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brinker Capital Investments's ERIE Position: Q2 2026 in Review

Brinker Capital Investments increased its Erie Indemnity (ERIE) stake by 100% in Q2 2026, buying an estimated $295K and bringing the position to 2,570 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Brinker Capital Investments first reported a position in ERIE in Q3 2018 and has held it in 11 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Brinker Capital Investments held 2,570 shares of Erie Indemnity worth $616K as of Q2 2026.
Brinker Capital Investments bought 1,288 Erie Indemnity shares in Q2 2026, an estimated $295K.
Erie Indemnity made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1386 holding.
Brinker Capital Investments first reported a position in Erie Indemnity in Q3 2018 and has held it in 11 quarters since.
441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.