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
2026 Q2	$336K	Buy	+1,400	New	+$321K	﹤0.01%	1823
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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empowered Funds's ERIE Position: Q2 2026 in Review

Empowered Funds opened a new position in Erie Indemnity (ERIE) in Q2 2026: 1,400 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings. This is a return to the name: Empowered Funds previously reported a position in ERIE as recently as Q3 2025.

Empowered Funds first reported a position in ERIE in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2019. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Empowered Funds held 1,400 shares of Erie Indemnity worth $336K as of Q2 2026.
Erie Indemnity was a new Empowered Funds position in Q2 2026.
Erie Indemnity made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1823 holding.
Empowered Funds first reported a position in Erie Indemnity in Q2 2019 and has held it in 8 quarters since.
Empowered Funds's Erie Indemnity position peaked at $1.43M in Q2 2019.
441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.