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SlateStone Wealth’s Erie Indemnity ERIE Stock Holding History

SlateStone Wealth’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 		$485K Buy
2,025
+125
+7% +$28.7K 0.04% 224
2026
Q1 		$477K Buy
1,900
+115
+6% +$30.9K 0.04% 220
2025
Q4 		$512K Buy
1,785
+120
+7% +$35.8K 0.04% 214
2025
Q3 		$530K Hold
1,665
– – 0.05% 208
2025
Q2 		$577K Hold
1,665
– – 0.05% 198
2025
Q1 		$698K Buy
+1,665
New +$679K 0.07% 175

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SlateStone Wealth's ERIE Position: Q2 2026 in Review

SlateStone Wealth increased its Erie Indemnity (ERIE) stake by 6.6% in Q2 2026, buying an estimated $28.7K and bringing the position to 2,025 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #224.

SlateStone Wealth first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $698K in Q1 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • SlateStone Wealth held 2,025 shares of Erie Indemnity worth $485K as of Q2 2026.
  • SlateStone Wealth bought 125 Erie Indemnity shares in Q2 2026, an estimated $28.7K.
  • Erie Indemnity made up 0.04% of SlateStone Wealth's portfolio in Q2 2026, its #224 holding.
  • SlateStone Wealth first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • SlateStone Wealth's Erie Indemnity position peaked at $698K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.