Capstone Investment Advisors
ERIE icon

Capstone Investment Advisors’s Erie Indemnity ERIE Stock Holding History

Capstone Investment Advisors’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 		– Sell
-1,036
Closed -$297K – 1702
2025
Q4 		$297K Sell
1,036
-327
-24% -$97.6K ﹤0.01% 1353
2025
Q3 		$434K Buy
1,363
+87
+7% +$30K ﹤0.01% 1474
2025
Q2 		$443K Buy
+1,276
New +$473K ﹤0.01% 1195
2025
Q1 		– Sell
-623
Closed -$257K – 1515
2024
Q4 		$257K Buy
623
+135
+28% +$60.4K ﹤0.01% 1529
2024
Q3 		$263K Buy
+488
New +$222K 0.01% 1465
2024
Q1 		– Sell
-600
Closed -$201K – 2402
2023
Q4 		$201K Buy
+600
New +$180K ﹤0.01% 1795

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return