Econ Financial Services’s Erie Indemnity ERIE Stock Holding History

Econ Financial Services’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	$321K	Sell	1,279 -146	-10%	-$39.2K	0.15%	72
2025 Q4	$408K	Hold	1,425	–	–	0.2%	70
2025 Q3	$453K	Hold	1,425	–	–	0.23%	70
2025 Q2	$494K	Buy	1,425 +125	+10%	+$46.4K	0.25%	74
2025 Q1	$545K	Hold	1,300	–	–	0.29%	70
2024 Q4	$536K	Hold	1,300	–	–	0.31%	69
2024 Q3	$702K	Sell	1,300 -1,257	-49%	-$572K	0.39%	53
2024 Q2	$927K	Sell	2,557 -190	-7%	-$72.2K	0.57%	65
2024 Q1	$1.1M	Sell	2,747 -24	-0.9%	-$8.83K	0.68%	53
2023 Q4	$928K	Sell	2,771 -163	-6%	-$49K	0.65%	42
2023 Q3	$862K	Sell	2,934 -552	-16%	-$143K	0.63%	39
2023 Q2	$732K	Sell	3,486 -8	-0.2%	-$1.78K	0.52%	63
2023 Q1	$809K	Buy	3,494 +3	+0.1%	+$717	0.61%	66
2022 Q4	$868K	Sell	3,491 -583	-14%	-$150K	0.88%	36
2022 Q3	$906K	Sell	4,074 -273	-6%	-$57.5K	0.75%	49
2022 Q2	$835K	Sell	4,347 -53	-1%	-$9.22K	0.67%	43
2022 Q1	$775K	Hold	4,400	–	–	0.57%	42
2021 Q4	$848K	Buy	+4,400	New	+$884K	0.63%	49
2019 Q2	$2.5M	Sell	9,832 -14,405	-59%	-$2.98M	3.46%	9
2019 Q1	$4.33M	Hold	24,237	–	–	6.47%	2
2018 Q4	$3.23M	Buy	+24,237	New	+$3.14M	4.92%	1

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Econ Financial Services's ERIE Position: Q1 2026 in Review

Econ Financial Services reduced its Erie Indemnity (ERIE) stake by 10% in Q1 2026, selling an estimated $39.2K and leaving 1,279 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #72.

Econ Financial Services first reported a position in ERIE in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.33M in Q1 2019. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Econ Financial Services held 1,279 shares of Erie Indemnity worth $321K as of Q1 2026.
Econ Financial Services sold 146 Erie Indemnity shares in Q1 2026, an estimated $39.2K.
Erie Indemnity made up 0.15% of Econ Financial Services's portfolio in Q1 2026, its #72 holding.
Econ Financial Services first reported a position in Erie Indemnity in Q4 2018 and has held it in 21 quarters since.
Econ Financial Services's Erie Indemnity position peaked at $4.33M in Q1 2019.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.