Pennsylvania Capital Management’s Erie Indemnity ERIE Stock Holding History

Pennsylvania Capital 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	$539K	Sell	2,250 -300	-12%	-$68.8K	0.14%	73
2026 Q1	$641K	Hold	2,550	–	–	0.18%	65
2025 Q4	$731K	Hold	2,550	–	–	0.2%	57
2025 Q3	$811K	Hold	2,550	–	–	0.24%	55
2025 Q2	$884K	Hold	2,550	–	–	0.28%	54
2025 Q1	$1.07M	Hold	2,550	–	–	0.39%	35
2024 Q4	$1.05M	Hold	2,550	–	–	0.36%	37
2024 Q3	$1.38M	Hold	2,550	–	–	0.49%	29
2024 Q2	$924K	Hold	2,550	–	–	0.36%	33
2024 Q1	$1.02M	Hold	2,550	–	–	0.42%	35
2023 Q4	$854K	Hold	2,550	–	–	0.34%	40
2023 Q3	$749K	Hold	2,550	–	–	0.31%	42
2023 Q2	$536K	Hold	2,550	–	–	0.23%	51
2023 Q1	$591K	Hold	2,550	–	–	0.29%	46
2022 Q4	$640K	Hold	2,550	–	–	0.34%	46
2022 Q3	$567K	Hold	2,550	–	–	0.31%	42
2022 Q2	$490K	Hold	2,550	–	–	0.26%	47
2022 Q1	$449K	Hold	2,550	–	–	0.19%	53
2021 Q4	$491K	Hold	2,550	–	–	0.17%	68
2021 Q3	$516K	Hold	2,550	–	–	0.23%	53
2021 Q2	$480K	Hold	2,550	–	–	0.24%	45
2021 Q1	$563K	Hold	2,550	–	–	0.33%	40
2020 Q4	$647K	Hold	2,550	–	–	0.42%	32
2020 Q3	$557K	Buy	+2,550	New	+$535K	0.44%	34
2020 Q2	–	Sell	-2,550	Closed	-$419K	–	123
2020 Q1	$419K	Hold	2,550	–	–	0.54%	31
2019 Q4	$423K	Buy	+2,550	New	+$450K	0.4%	36

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pennsylvania Capital Management's ERIE Position: Q2 2026 in Review

Pennsylvania Capital Management reduced its Erie Indemnity (ERIE) stake by 12% in Q2 2026, selling an estimated $68.8K and leaving 2,250 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #73.

Pennsylvania Capital Management first reported a position in ERIE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.38M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Pennsylvania Capital Management held 2,250 shares of Erie Indemnity worth $539K as of Q2 2026.
Pennsylvania Capital Management sold 300 Erie Indemnity shares in Q2 2026, an estimated $68.8K.
Erie Indemnity made up 0.14% of Pennsylvania Capital Management's portfolio in Q2 2026, its #73 holding.
Pennsylvania Capital Management first reported a position in Erie Indemnity in Q4 2019 and has held it in 26 quarters since.
Pennsylvania Capital Management's Erie Indemnity position peaked at $1.38M in Q3 2024.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.