CAWM
ERIE icon

Capital A Wealth Management’s Erie Indemnity ERIE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-300
Closed -$126K – 572
2025
Q1 		$126K Hold
300
– – 0.13% 95
2024
Q4 		$124K Buy
+300
New +$134K 0.21% 94

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's ERIE Position: Q2 2025 in Review

Capital A Wealth Management sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 300 shares — an estimated $126K sold.

Capital A Wealth Management first reported a position in ERIE in Q4 2024 and held it in 2 quarters. The position peaked at $126K in Q1 2025. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Capital A Wealth Management reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 300 Erie Indemnity shares in Q2 2025, an estimated $126K.
  • Capital A Wealth Management first reported a position in Erie Indemnity in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Erie Indemnity position peaked at $126K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.