Burk Holdings’s Erie Indemnity ERIE Stock Holding History

Burk Holdings’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	–	Sell	-5	Closed	-$1.26K	–	663
2026 Q1	$1.26K	Buy	+5	New	+$1.34K	﹤0.01%	575

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 $3.37T AUM 44.26% 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

Burk Holdings's ERIE Position: Q2 2026 in Review

Burk Holdings sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 5 shares — an estimated $1.26K sold.

Burk Holdings first reported a position in ERIE in Q1 2026 and held it in 1 quarter. The position peaked at $1.26K in Q1 2026. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Burk Holdings reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
Burk Holdings sold 5 Erie Indemnity shares in Q2 2026, an estimated $1.26K.
Burk Holdings first reported a position in Erie Indemnity in Q1 2026 and held it in 1 quarter.
Burk Holdings's Erie Indemnity position peaked at $1.26K in Q1 2026.
441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.