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IRON Financial’s Erie Indemnity ERIE Stock Holding History

IRON 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
Q2 		$819K Buy
3,415
+292
+9% +$66.9K 0.34% 56
2026
Q1 		$785K Buy
3,123
+860
+38% +$231K 0.34% 54
2025
Q4 		$649K Sell
2,263
-39
-2% -$11.6K 0.3% 59
2025
Q3 		$732K Buy
+2,302
New +$795K 0.35% 58

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

IRON Financial's ERIE Position: Q2 2026 in Review

IRON Financial increased its Erie Indemnity (ERIE) stake by 9.3% in Q2 2026, buying an estimated $66.9K and bringing the position to 3,415 shares worth $819K. The position accounts for 0.34% of the portfolio, ranked #56.

IRON Financial first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • IRON Financial held 3,415 shares of Erie Indemnity worth $819K as of Q2 2026.
  • IRON Financial bought 292 Erie Indemnity shares in Q2 2026, an estimated $66.9K.
  • Erie Indemnity made up 0.34% of IRON Financial's portfolio in Q2 2026, its #56 holding.
  • IRON Financial first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.