EF
ERIE icon

Empowered Funds’s Erie Indemnity ERIE Stock Holding History

Empowered Funds’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
2025
Q4 		– Sell
-674
Closed -$214K – 1273
2025
Q3 		$214K Sell
674
-905
-57% -$313K ﹤0.01% 1703
2025
Q2 		$548K Buy
1,579
+540
+52% +$200K 0.01% 1286
2025
Q1 		$435K Buy
1,039
+259
+33% +$106K 0.01% 1267
2024
Q4 		$322K Buy
780
+363
+87% +$162K ﹤0.01% 1349
2024
Q3 		$225K Buy
+417
New +$190K ﹤0.01% 1306
2019
Q4 		– Sell
-5,702
Closed -$1.06M – 119
2019
Q3 		$1.06M Buy
5,702
+70
+1% +$15.9K 0.46% 78
2019
Q2 		$1.43M Buy
+5,632
New +$1.16M 0.6% 45

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return