Capital Fund Management (CFM)
ERIE icon

Capital Fund Management (CFM)’s Erie Indemnity ERIE Stock Holding History

Capital Fund Management (CFM)’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 		$6.78M Buy
28,281
+17,731
+168% +$4.07M 0.03% 772
2026
Q1 		$2.65M Buy
+10,550
New +$2.83M 0.01% 1224
2025
Q4 		– Sell
-11,848
Closed -$3.77M – 2453
2025
Q3 		$3.77M Sell
11,848
-13,524
-53% -$4.67M 0.01% 1412
2025
Q2 		$8.8M Buy
25,372
+10,510
+71% +$3.9M 0.02% 829
2025
Q1 		$6.23M Sell
14,862
-1,775
-11% -$724K 0.02% 904
2024
Q4 		$6.86M Buy
+16,637
New +$7.45M 0.02% 934
2016
Q4 		– Sell
-7,642
Closed -$780K – 1707
2016
Q3 		$780K Sell
7,642
-8,858
-54% -$879K 0.01% 1037
2016
Q2 		$1.64M Buy
16,500
+10,800
+189% +$1.03M 0.02% 793
2016
Q1 		$530K Buy
+5,700
New +$536K 0.01% 1114
2013
Q4 		– Sell
-3,227
Closed -$234K – 1694
2013
Q3 		$234K Buy
3,227
+381
+13% +$29.4K ﹤0.01% 1446
2013
Q2 		$227K Buy
+2,846
New +$221K ﹤0.01% 1212

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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s ERIE Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Erie Indemnity (ERIE) stake by 168% in Q2 2026, buying an estimated $4.07M and bringing the position to 28,281 shares worth $6.78M. The position accounts for 0.03% of the portfolio, ranked #772.

Capital Fund Management (CFM) first reported a position in ERIE in Q2 2013 and has held it in 11 quarters since. The position peaked at $8.8M in Q2 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Capital Fund Management (CFM) held 28,281 shares of Erie Indemnity worth $6.78M as of Q2 2026.
  • Capital Fund Management (CFM) bought 17,731 Erie Indemnity shares in Q2 2026, an estimated $4.07M.
  • Erie Indemnity made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #772 holding.
  • Capital Fund Management (CFM) first reported a position in Erie Indemnity in Q2 2013 and has held it in 11 quarters since.
  • Capital Fund Management (CFM)'s Erie Indemnity position peaked at $8.8M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.