Capstone Investment Advisors
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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 – 1662
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 – 1504
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 – 2392
2023
Q4 		$201K Buy
+600
New +$180K ﹤0.01% 1795

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capstone Investment Advisors's ERIE Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 1,036 shares — an estimated $297K sold.

Capstone Investment Advisors first reported a position in ERIE in Q4 2023 and held it in 6 quarters. The position peaked at $443K in Q2 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,036 Erie Indemnity shares in Q1 2026, an estimated $297K.
  • Capstone Investment Advisors first reported a position in Erie Indemnity in Q4 2023 and held it in 6 quarters.
  • Capstone Investment Advisors's Erie Indemnity position peaked at $443K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.