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Private Trust Company’s Erie Indemnity ERIE Stock Holding History

Private Trust Company’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
-7
Closed -$1.76K – 2730
2026
Q1 		$1.76K Buy
7
+4
+133% +$1.07K ﹤0.01% 2411
2025
Q4 		$860 Hold
3
– – ﹤0.01% 2440
2025
Q3 		$954 Hold
3
– – ﹤0.01% 2446
2025
Q2 		$1.04K Buy
+3
New +$1.11K ﹤0.01% 2364

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

Private Trust Company's ERIE Position: Q2 2026 in Review

Private Trust Company sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 7 shares — an estimated $1.76K sold.

Private Trust Company first reported a position in ERIE in Q2 2025 and held it in 4 quarters. The position peaked at $1.76K in Q1 2026. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Private Trust Company reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • Private Trust Company sold 7 Erie Indemnity shares in Q2 2026, an estimated $1.76K.
  • Private Trust Company first reported a position in Erie Indemnity in Q2 2025 and held it in 4 quarters.
  • Private Trust Company's Erie Indemnity position peaked at $1.76K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.