R Squared’s Erie Indemnity ERIE Stock Holding History

R Squared’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	–	Sell	-705	Closed	-$202K	–	547
2025 Q4	$202K	Buy	+705	New	+$210K	0.09%	360

Other funds holding ERIE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

R Squared's ERIE Position: Q1 2026 in Review

R Squared sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 705 shares — an estimated $202K sold.

R Squared first reported a position in ERIE in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

R Squared reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
R Squared sold 705 Erie Indemnity shares in Q1 2026, an estimated $202K.
R Squared first reported a position in Erie Indemnity in Q4 2025 and held it in 1 quarter.
R Squared's Erie Indemnity position peaked at $202K in Q4 2025.
404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.