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NEOS Investment Management’s Erie Indemnity ERIE Stock Holding History

NEOS Investment 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 		$875K Buy
3,651
+228
+7% +$52.3K ﹤0.01% 571
2026
Q1 		$860K Buy
3,423
+2,216
+184% +$595K ﹤0.01% 561
2025
Q4 		$346K Hold
1,207
– – ﹤0.01% 633
2025
Q3 		$384K Buy
1,207
+106
+10% +$36.6K ﹤0.01% 596
2025
Q2 		$382K Hold
1,101
– – ﹤0.01% 567
2025
Q1 		$461K Sell
1,101
-4
-0.4% -$1.63K 0.01% 521
2024
Q4 		$456K Buy
+1,105
New +$495K 0.01% 518

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

NEOS Investment Management's ERIE Position: Q2 2026 in Review

NEOS Investment Management increased its Erie Indemnity (ERIE) stake by 6.7% in Q2 2026, buying an estimated $52.3K and bringing the position to 3,651 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

NEOS Investment Management first reported a position in ERIE in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • NEOS Investment Management held 3,651 shares of Erie Indemnity worth $875K as of Q2 2026.
  • NEOS Investment Management bought 228 Erie Indemnity shares in Q2 2026, an estimated $52.3K.
  • Erie Indemnity made up ﹤0.01% of NEOS Investment Management's portfolio in Q2 2026, its #571 holding.
  • NEOS Investment Management first reported a position in Erie Indemnity in Q4 2024 and has held it in 7 quarters since.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.