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Rise Advisors’s Erie Indemnity ERIE Stock Holding History

Rise Advisors’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
-21
Closed -$6.67K – 537
2025
Q3 		$6.67K Hold
21
– – ﹤0.01% 1118
2025
Q2 		$7.24K Hold
21
– – ﹤0.01% 1125
2025
Q1 		$8.73K Sell
21
-44
-68% -$18K ﹤0.01% 1072
2024
Q4 		$26.6K Buy
65
+1
+2% +$448 0.01% 458
2024
Q3 		$34.8K Hold
64
– – 0.02% 344
2024
Q2 		$23.3K Hold
64
– – 0.01% 527
2024
Q1 		$25.7K Buy
+64
New +$23.5K 0.01% 475

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

Rise Advisors's ERIE Position: Q4 2025 in Review

Rise Advisors sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 21 shares — an estimated $6.67K sold.

Rise Advisors first reported a position in ERIE in Q1 2024 and held it in 7 quarters. The position peaked at $34.8K in Q3 2024. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Rise Advisors reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 21 Erie Indemnity shares in Q4 2025, an estimated $6.67K.
  • Rise Advisors first reported a position in Erie Indemnity in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Erie Indemnity position peaked at $34.8K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.