Simplex Trading’s Erie Indemnity ERIE Stock Holding History

Simplex Trading’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	$50.3K	Buy	+200	New	+$53.7K	﹤0.01%	5878
2025 Q2	–	Sell	-100	Closed	-$41K	–	8918
2025 Q1	$41K	Sell	100 -900	-90%	-$367K	﹤0.01%	5969
2024 Q4	$412K	Buy	+1,000	New	+$448K	﹤0.01%	3747
2024 Q3	–	Sell	-100	Closed	-$36K	–	8765
2024 Q2	$36K	Hold	100	–	–	﹤0.01%	6383
2024 Q1	$40K	Buy	+100	New	+$36.8K	﹤0.01%	6462
2023 Q4	–	Sell	-1,000	Closed	-$293K	–	9041
2023 Q3	$293K	Buy	1,000 +900	+900%	+$233K	﹤0.01%	3965
2023 Q2	$21K	Buy	+100	New	+$22.3K	﹤0.01%	6711
2023 Q1	–	Sell	-500	Closed	-$124K	–	9298
2022 Q4	$124K	Buy	+500	New	+$129K	﹤0.01%	4806
2022 Q3	–	Sell	-100	Closed	-$19K	–	10142
2022 Q2	$19K	Hold	100	–	–	﹤0.01%	7662
2022 Q1	$17K	Hold	100	–	–	﹤0.01%	8399
2021 Q4	$19K	Buy	+100	New	+$20.1K	﹤0.01%	8396
2021 Q2	–	Sell	-1	Closed	-$22K	–	10182
2021 Q1	$22K	Hold	1	–	–	﹤0.01%	7378
2020 Q4	$24K	Buy	+1	New	+$233	﹤0.01%	6851
2019 Q3	–	Sell	-2	Closed	-$50K	–	7394
2019 Q2	$50K	Buy	+2	New	+$414	﹤0.01%	4862

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplex Trading's ERIE Position: Q1 2026 in Review

Simplex Trading increased its Erie Indemnity (ERIE) stake by 29,200% in Q1 2026, buying an estimated $78.4K and bringing the position to 293 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5440.

Simplex Trading first reported a position in ERIE in Q2 2019 and has held it in 10 quarters since. The position peaked at $592K in Q4 2023. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Simplex Trading held 293 shares of Erie Indemnity worth $73.6K as of Q1 2026.
Simplex Trading bought 292 Erie Indemnity shares in Q1 2026, an estimated $78.4K.
Erie Indemnity made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5440 holding.
Simplex Trading first reported a position in Erie Indemnity in Q2 2019 and has held it in 10 quarters since.
Simplex Trading's Erie Indemnity position peaked at $592K in Q4 2023.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.