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Principal Securities’s Erie Indemnity ERIE Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-17
Closed -$5.53K – 1988
2025
Q3 		$5.53K Sell
17
-7
-29% -$2.42K ﹤0.01% 2929
2025
Q2 		$8.44K Buy
24
+3
+14% +$1.11K ﹤0.01% 2683
2025
Q1 		$8.75K Hold
21
– – ﹤0.01% 2577
2024
Q4 		$8.75K Sell
21
-2
-9% -$895 ﹤0.01% 2573
2024
Q3 		$12.5K Sell
23
-9
-28% -$4.1K ﹤0.01% 2330
2024
Q2 		$11.6K Hold
32
– – ﹤0.01% 2322
2024
Q1 		$12.9K Hold
32
– – ﹤0.01% 2216
2023
Q4 		$10.7K Buy
+32
New +$9.61K ﹤0.01% 2207

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities's ERIE Position: Q4 2025 in Review

Principal Securities sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 17 shares — an estimated $5.53K sold.

Principal Securities first reported a position in ERIE in Q4 2023 and held it in 8 quarters. The position peaked at $12.9K in Q1 2024. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Principal Securities reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 17 Erie Indemnity shares in Q4 2025, an estimated $5.53K.
  • Principal Securities first reported a position in Erie Indemnity in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Erie Indemnity position peaked at $12.9K in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.