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Jefferies Financial Group’s Erie Indemnity ERIE Stock Holding History

Jefferies Financial Group’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 		$271K Sell
1,131
-2,324
-67% -$533K ﹤0.01% 1409
2026
Q1 		$868K Buy
3,455
+528
+18% +$142K 0.01% 983
2025
Q4 		$839K Sell
2,927
-737
-20% -$220K ﹤0.01% 1154
2025
Q3 		$1.17M Buy
+3,664
New +$1.27M 0.01% 814
2025
Q2 		– Sell
-8,127
Closed -$3.41M – 1456
2025
Q1 		$3.41M Buy
8,127
+6,792
+509% +$2.77M 0.03% 411
2024
Q4 		$550K Buy
+1,335
New +$598K ﹤0.01% 1081
2024
Q1 		– Sell
-1,663
Closed -$557K – 1720
2023
Q4 		$557K Buy
1,663
+266
+19% +$79.9K ﹤0.01% 1173
2023
Q3 		$410K Buy
+1,397
New +$361K ﹤0.01% 1137

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

Jefferies Financial Group's ERIE Position: Q2 2026 in Review

Jefferies Financial Group reduced its Erie Indemnity (ERIE) stake by 67% in Q2 2026, selling an estimated $533K and leaving 1,131 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Jefferies Financial Group first reported a position in ERIE in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.41M in Q1 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Jefferies Financial Group held 1,131 shares of Erie Indemnity worth $271K as of Q2 2026.
  • Jefferies Financial Group sold 2,324 Erie Indemnity shares in Q2 2026, an estimated $533K.
  • Erie Indemnity made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1409 holding.
  • Jefferies Financial Group first reported a position in Erie Indemnity in Q3 2023 and has held it in 8 quarters since.
  • Jefferies Financial Group's Erie Indemnity position peaked at $3.41M in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.