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Freestone Grove Partners’s Erie Indemnity ERIE Stock Holding History

Freestone Grove Partners’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 		$1.39M Sell
5,801
-1,277
-18% -$293K 0.01% 481
2026
Q1 		$1.78M Buy
+7,078
New +$1.9M 0.01% 388
2025
Q3 		– Sell
-1,045
Closed -$362K – 762
2025
Q2 		$362K Buy
+1,045
New +$388K ﹤0.01% 570

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State Street
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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

Freestone Grove Partners's ERIE Position: Q2 2026 in Review

Freestone Grove Partners reduced its Erie Indemnity (ERIE) stake by 18% in Q2 2026, selling an estimated $293K and leaving 5,801 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #481.

Freestone Grove Partners first reported a position in ERIE in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q1 2026. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Freestone Grove Partners held 5,801 shares of Erie Indemnity worth $1.39M as of Q2 2026.
  • Freestone Grove Partners sold 1,277 Erie Indemnity shares in Q2 2026, an estimated $293K.
  • Erie Indemnity made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #481 holding.
  • Freestone Grove Partners first reported a position in Erie Indemnity in Q2 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Erie Indemnity position peaked at $1.78M in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.