HRT Financial’s Erie Indemnity ERIE Stock Holding History

HRT Financial’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	–	Sell	-930	Closed	-$266K	–	4041
2025 Q4	$266K	Buy	+930	New	+$278K	﹤0.01%	2451
2024 Q1	–	Sell	-8,642	Closed	-$2.89M	–	2511
2023 Q4	$2.89M	Sell	8,642 -48	-0.6%	-$14.4K	0.02%	501
2023 Q3	$2.55M	Sell	8,690 -77,142	-90%	-$19.9M	0.03%	524
2023 Q2	$18M	Buy	+85,832	New	+$19.2M	0.17%	76
2023 Q1	–	Sell	-2,217	Closed	-$551K	–	2665
2022 Q4	$551K	Buy	+2,217	New	+$570K	0.01%	1339
2022 Q3	–	Sell	-9,164	Closed	-$1.76M	–	2996
2022 Q2	$1.76M	Buy	9,164 +6,980	+320%	+$1.21M	0.02%	626
2022 Q1	$384K	Buy	+2,184	New	+$392K	﹤0.01%	2050
2021 Q4	–	Sell	-13,785	Closed	-$2.46M	–	3408
2021 Q3	$2.46M	Buy	+13,785	New	+$2.49M	0.02%	609
2020 Q3	–	Sell	-3,355	Closed	-$643K	–	2015
2020 Q2	$643K	Sell	3,355 -21,106	-86%	-$3.71M	0.02%	691
2020 Q1	$3.63M	Buy	+24,461	New	+$3.94M	0.23%	80

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HRT Financial's ERIE Position: Q1 2026 in Review

HRT Financial sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 930 shares — an estimated $266K sold.

HRT Financial first reported a position in ERIE in Q1 2020 and held it in 10 quarters. The position peaked at $18M in Q2 2023. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

HRT Financial reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 930 Erie Indemnity shares in Q1 2026, an estimated $266K.
HRT Financial first reported a position in Erie Indemnity in Q1 2020 and held it in 10 quarters.
HRT Financial's Erie Indemnity position peaked at $18M in Q2 2023.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.