First United Bank & Trust’s Erie Indemnity ERIE Stock Holding History

First United Bank & Trust’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	$719K	Hold	3,000	–	–	0.21%	94
2026 Q1	$754K	Hold	3,000	–	–	0.24%	82
2025 Q4	$860K	Sell	3,000 -7,000	-70%	-$2.09M	0.27%	77
2025 Q3	$3.18M	Hold	10,000	–	–	1.03%	27
2025 Q2	$3.47M	Hold	10,000	–	–	1.21%	23
2025 Q1	$4.19M	Hold	10,000	–	–	1.57%	16
2024 Q4	$4.12M	Hold	10,000	–	–	1.5%	17
2024 Q3	$5.4M	Hold	10,000	–	–	1.94%	8
2024 Q2	$3.62M	Hold	10,000	–	–	1.35%	18
2024 Q1	$4.02M	Hold	10,000	–	–	1.49%	12
2023 Q4	$3.35M	Hold	10,000	–	–	1.34%	17
2023 Q3	$2.94M	Hold	10,000	–	–	1.37%	17
2023 Q2	$2.1M	Hold	10,000	–	–	0.93%	33
2023 Q1	$2.32M	Hold	10,000	–	–	1.09%	31
2022 Q4	$2.49M	Hold	10,000	–	–	1.21%	27
2022 Q3	$2.22M	Hold	10,000	–	–	1.12%	27
2022 Q2	$1.92M	Buy	+10,000	New	+$1.74M	0.88%	35

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

First United Bank & Trust's ERIE Position: Q2 2026 in Review

First United Bank & Trust held its Erie Indemnity (ERIE) position steady in Q2 2026 at 3,000 shares worth $719K. The position accounts for 0.21% of the portfolio, ranked #94.

First United Bank & Trust first reported a position in ERIE in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.4M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

First United Bank & Trust held 3,000 shares of Erie Indemnity worth $719K as of Q2 2026.
First United Bank & Trust left its Erie Indemnity share count unchanged in Q2 2026.
Erie Indemnity made up 0.21% of First United Bank & Trust's portfolio in Q2 2026, its #94 holding.
First United Bank & Trust first reported a position in Erie Indemnity in Q2 2022 and has held it in 17 quarters since.
First United Bank & Trust's Erie Indemnity position peaked at $5.4M in Q3 2024.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.