NewEdge Advisors’s Erie Indemnity ERIE Stock Holding History

NewEdge Advisors’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	$10.1K	Hold	40	–	–	﹤0.01%	3398
2025 Q4	$11.5K	Hold	40	–	–	﹤0.01%	3431
2025 Q3	$12.7K	Hold	40	–	–	﹤0.01%	3259
2025 Q2	$13.9K	Hold	40	–	–	﹤0.01%	3083
2025 Q1	$16.8K	Hold	40	–	–	﹤0.01%	2922
2024 Q4	$16.5K	Hold	40	–	–	﹤0.01%	2862
2024 Q3	$21.6K	Hold	40	–	–	﹤0.01%	2693
2024 Q2	$14.5K	Sell	40 -1	-2%	-$380	﹤0.01%	2722
2024 Q1	$16.5K	Sell	41 -7	-15%	-$2.58K	﹤0.01%	2692
2023 Q4	$16.1K	Sell	48 -124	-72%	-$37.2K	﹤0.01%	2665
2023 Q3	$50.5K	Buy	172 +7	+4%	+$1.81K	﹤0.01%	2093
2023 Q2	$34.7K	Buy	165 +5	+3%	+$1.12K	﹤0.01%	2219
2023 Q1	$37.1K	Hold	160	–	–	﹤0.01%	2120
2022 Q4	$40	Buy	+160	New	+$41.2K	﹤0.01%	3504
2018 Q2	–	Sell	-53,935	Closed	-$6.19M	–	544
2018 Q1	$6.19M	Buy	53,935 +9,917	+23%	+$1.15M	0.71%	39
2017 Q4	$5.17M	Buy	44,018 +3,762	+9%	+$456K	0.7%	44
2017 Q3	$4.77M	Buy	+40,256	New	+$4.92M	0.74%	41

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