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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
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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VPM
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freestone Grove Partners's ERIE Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Erie Indemnity (ERIE) in Q1 2026: 7,078 shares worth $1.78M. The stake represents 0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in ERIE as recently as Q2 2025.

Freestone Grove Partners first reported a position in ERIE in Q2 2025 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Freestone Grove Partners held 7,078 shares of Erie Indemnity worth $1.78M as of Q1 2026.
  • Erie Indemnity was a new Freestone Grove Partners position in Q1 2026.
  • Erie Indemnity made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #388 holding.
  • Freestone Grove Partners first reported a position in Erie Indemnity in Q2 2025 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.