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SBI Okasan Asset Management’s Erie Indemnity ERIE Stock Holding History

SBI Okasan Asset 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
Q2 		$641K Hold
2,700
– – 0.02% 190
2026
Q1 		$670K Buy
+2,700
New +$725K 0.03% 159

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SBI Okasan Asset Management's ERIE Position: Q2 2026 in Review

SBI Okasan Asset Management held its Erie Indemnity (ERIE) position steady in Q2 2026 at 2,700 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #190.

SBI Okasan Asset Management first reported a position in ERIE in Q1 2026 and has held it in 2 quarters since. The position peaked at $670K in Q1 2026. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • SBI Okasan Asset Management held 2,700 shares of Erie Indemnity worth $641K as of Q2 2026.
  • SBI Okasan Asset Management left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #190 holding.
  • SBI Okasan Asset Management first reported a position in Erie Indemnity in Q1 2026 and has held it in 2 quarters since.
  • SBI Okasan Asset Management's Erie Indemnity position peaked at $670K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.