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Gladstone Institutional Advisory’s Erie Indemnity ERIE Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-590
Closed -$205K – 797
2025
Q2 		$205K Buy
590
+50
+9% +$18.5K 0.01% 715
2025
Q1 		$226K Sell
540
-5
-0.9% -$2.04K 0.01% 657
2024
Q4 		$225K Hold
545
– – 0.01% 650
2024
Q3 		$294K Buy
+545
New +$248K 0.01% 577
2024
Q2 		– Sell
-515
Closed -$207K – 673
2024
Q1 		$207K Buy
+515
New +$189K 0.01% 603

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's ERIE Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 590 shares — an estimated $205K sold.

Gladstone Institutional Advisory first reported a position in ERIE in Q1 2024 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 590 Erie Indemnity shares in Q3 2025, an estimated $205K.
  • Gladstone Institutional Advisory first reported a position in Erie Indemnity in Q1 2024 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Erie Indemnity position peaked at $294K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.