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J. Safra Asset Management’s Erie Indemnity ERIE Stock Holding History

J. Safra Asset Management’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 		$13.9K Buy
+58
New +$13.3K ﹤0.01% 370
2026
Q1 		– Sell
-16
Closed -$4.59K – 633
2025
Q4 		$4.59K Buy
+16
New +$4.78K ﹤0.01% 440

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's ERIE Position: Q2 2026 in Review

J. Safra Asset Management opened a new position in Erie Indemnity (ERIE) in Q2 2026: 58 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: J. Safra Asset Management previously reported a position in ERIE as recently as Q4 2025.

J. Safra Asset Management first reported a position in ERIE in Q4 2025 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • J. Safra Asset Management held 58 shares of Erie Indemnity worth $13.9K as of Q2 2026.
  • Erie Indemnity was a new J. Safra Asset Management position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #370 holding.
  • J. Safra Asset Management first reported a position in Erie Indemnity in Q4 2025 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.