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Rakuten Investment Management’s Erie Indemnity ERIE Stock Holding History

Rakuten Investment 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
Q1 		– Sell
-3,342
Closed -$961K – 527
2025
Q4 		$961K Sell
3,342
-11,286
-77% -$3.37M ﹤0.01% 510
2025
Q3 		$3.74M Buy
+14,628
New +$5.05M 0.01% 293
2025
Q1 		$942K Buy
+2,293
New +$936K ﹤0.01% 505
2024
Q3 		$766K Buy
1,422
+1,073
+307% +$488K ﹤0.01% 388
2024
Q2 		$126K Buy
349
+129
+59% +$49K ﹤0.01% 499
2024
Q1 		$88.3K Buy
220
+202
+1,122% +$74.3K ﹤0.01% 494
2023
Q4 		$6.01K Buy
+18
New +$5.41K ﹤0.01% 514

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Rakuten Investment Management's ERIE Position: Q1 2026 in Review

Rakuten Investment Management sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 3,342 shares — an estimated $961K sold.

Rakuten Investment Management first reported a position in ERIE in Q4 2023 and held it in 7 quarters. The position peaked at $3.74M in Q3 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Rakuten Investment Management reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 3,342 Erie Indemnity shares in Q1 2026, an estimated $961K.
  • Rakuten Investment Management first reported a position in Erie Indemnity in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Erie Indemnity position peaked at $3.74M in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.