Jump Financial’s Erie Indemnity ERIE Stock Holding History

Jump 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	-768	Closed	-$220K	–	2030
2025 Q4	$220K	Buy	+768	New	+$229K	﹤0.01%	1696
2025 Q3	–	Sell	-4,184	Closed	-$1.45M	–	1886
2025 Q2	$1.45M	Buy	4,184 +389	+10%	+$144K	0.02%	829
2025 Q1	$1.59M	Buy	3,795 +3,296	+661%	+$1.35M	0.02%	658
2024 Q4	$206K	Sell	499 -1,712	-77%	-$766K	﹤0.01%	1477
2024 Q3	$1.19M	Sell	2,211 -577	-21%	-$263K	0.02%	718
2024 Q2	$1.01M	Buy	2,788 +1,426	+105%	+$542K	0.02%	813
2024 Q1	$547K	Sell	1,362 -1,738	-56%	-$639K	0.01%	1129
2023 Q4	$1.04M	Sell	3,100 -4,630	-60%	-$1.39M	0.03%	706
2023 Q3	$2.27M	Sell	7,730 -9,930	-56%	-$2.57M	0.08%	320
2023 Q2	$3.71M	Buy	17,660 +14,732	+503%	+$3.29M	0.14%	186
2023 Q1	$678K	Buy	+2,928	New	+$700K	0.03%	765
2022 Q4	–	Sell	-4,286	Closed	-$953K	–	1696
2022 Q3	$953K	Sell	4,286 -3,014	-41%	-$635K	0.04%	643
2022 Q2	$1.4M	Buy	7,300 +5,031	+222%	+$875K	0.06%	448
2022 Q1	$400K	Buy	+2,269	New	+$408K	0.02%	914

Other funds holding ERIE

PNC Financial Services Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

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

Bank of America

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