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Rothschild Investment LLC’s Erie Indemnity ERIE Stock Holding History

Rothschild Investment LLC’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 		$6.71K Sell
28
-27
-49% -$6.19K ﹤0.01% 2110
2026
Q1 		$13.8K Buy
55
+39
+244% +$10.5K ﹤0.01% 1559
2025
Q4 		$4.59K Buy
16
+11
+220% +$3.28K ﹤0.01% 1937
2025
Q3 		$1.59K Buy
5
+4
+400% +$1.38K ﹤0.01% 2371
2025
Q2 		$347 Hold
1
– – ﹤0.01% 2836
2025
Q1 		$419 Buy
+1
New +$408 ﹤0.01% 2674

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rothschild Investment LLC's ERIE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Erie Indemnity (ERIE) stake by 49% in Q2 2026, selling an estimated $6.19K and leaving 28 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Rothschild Investment LLC first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.8K in Q1 2026. 416 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Rothschild Investment LLC held 28 shares of Erie Indemnity worth $6.71K as of Q2 2026.
  • Rothschild Investment LLC sold 27 Erie Indemnity shares in Q2 2026, an estimated $6.19K.
  • Erie Indemnity made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2110 holding.
  • Rothschild Investment LLC first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Erie Indemnity position peaked at $13.8K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.