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CVA Family Office’s Erie Indemnity ERIE Stock Holding History

CVA Family Office’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 		$719 Sell
3
-8
-73% -$1.83K ﹤0.01% 1683
2026
Q1 		$2.76K Sell
11
-5
-31% -$1.34K ﹤0.01% 1431
2025
Q4 		$4.59K Sell
16
-6
-27% -$1.79K ﹤0.01% 897
2025
Q3 		$7K Buy
22
+15
+214% +$5.18K ﹤0.01% 848
2025
Q2 		$2.43K Sell
7
-5
-42% -$1.85K ﹤0.01% 967
2025
Q1 		$5.03K Buy
12
+3
+33% +$1.22K ﹤0.01% 896
2024
Q4 		$3.71K Sell
9
-1
-10% -$448 ﹤0.01% 919
2024
Q3 		$5.4K Buy
10
+4
+67% +$1.82K ﹤0.01% 839
2024
Q2 		$2.17K Buy
+6
New +$2.28K ﹤0.01% 941

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

CVA Family Office's ERIE Position: Q2 2026 in Review

CVA Family Office reduced its Erie Indemnity (ERIE) stake by 73% in Q2 2026, selling an estimated $1.83K and leaving 3 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

CVA Family Office first reported a position in ERIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $7K in Q3 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • CVA Family Office held 3 shares of Erie Indemnity worth $719 as of Q2 2026.
  • CVA Family Office sold 8 Erie Indemnity shares in Q2 2026, an estimated $1.83K.
  • Erie Indemnity made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1683 holding.
  • CVA Family Office first reported a position in Erie Indemnity in Q2 2024 and has held it in 9 quarters since.
  • CVA Family Office's Erie Indemnity position peaked at $7K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.