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Root Financial Partners’s Erie Indemnity ERIE Stock Holding History

Root Financial Partners’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 		$2.26K Sell
9
-19
-68% -$5.1K ﹤0.01% 2267
2025
Q4 		$8.03K Buy
28
+11
+65% +$3.28K ﹤0.01% 1597
2025
Q3 		$5.41K Buy
+17
New +$5.87K ﹤0.01% 1695

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's ERIE Position: Q1 2026 in Review

Root Financial Partners reduced its Erie Indemnity (ERIE) stake by 68% in Q1 2026, selling an estimated $5.1K and leaving 9 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Root Financial Partners first reported a position in ERIE in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.03K in Q4 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Root Financial Partners held 9 shares of Erie Indemnity worth $2.26K as of Q1 2026.
  • Root Financial Partners sold 19 Erie Indemnity shares in Q1 2026, an estimated $5.1K.
  • Erie Indemnity made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2267 holding.
  • Root Financial Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Erie Indemnity position peaked at $8.03K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.