PFM
ERIE icon

Patton Fund Management’s Erie Indemnity ERIE Stock Holding History

Patton Fund 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 		– Sell
-881
Closed -$221K – 221
2026
Q1 		$221K Buy
881
+91
+12% +$24.4K 0.04% 415
2025
Q4 		$226K Buy
+790
New +$236K 0.03% 278
2025
Q3 		– Sell
-608
Closed -$211K – 473
2025
Q2 		$211K Buy
+608
New +$226K 0.05% 445

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Patton Fund Management's ERIE Position: Q2 2026 in Review

Patton Fund Management sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 881 shares — an estimated $221K sold.

Patton Fund Management first reported a position in ERIE in Q2 2025 and held it in 3 quarters. The position peaked at $226K in Q4 2025. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Patton Fund Management reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 881 Erie Indemnity shares in Q2 2026, an estimated $221K.
  • Patton Fund Management first reported a position in Erie Indemnity in Q2 2025 and held it in 3 quarters.
  • Patton Fund Management's Erie Indemnity position peaked at $226K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.