Smartleaf Asset Management’s Erie Indemnity ERIE Stock Holding History

Smartleaf 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 Q1	$113K	Sell	454 -10	-2%	-$2.69K	﹤0.01%	1051
2025 Q4	$134K	Sell	464 -44	-9%	-$13.1K	0.01%	1032
2025 Q3	$159K	Buy	508 +286	+129%	+$98.8K	0.01%	829
2025 Q2	$75.8K	Buy	222 +69	+45%	+$25.6K	0.01%	984
2025 Q1	$62.8K	Buy	+153	New	+$62.4K	0.01%	1038
2024 Q4	–	Sell	-3	Closed	-$1.62K	–	2951
2024 Q3	$1.62K	Buy	+3	New	+$1.37K	﹤0.01%	2542
2024 Q2	–	Sell	-8	Closed	-$3.27K	–	2744
2024 Q1	$3.27K	Buy	+8	New	+$2.94K	﹤0.01%	1355

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

Smartleaf Asset Management's ERIE Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Erie Indemnity (ERIE) stake by 2.2% in Q1 2026, selling an estimated $2.69K and leaving 454 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Smartleaf Asset Management first reported a position in ERIE in Q1 2024 and has held it in 7 quarters since. The position peaked at $159K in Q3 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Smartleaf Asset Management held 454 shares of Erie Indemnity worth $113K as of Q1 2026.
Smartleaf Asset Management sold 10 Erie Indemnity shares in Q1 2026, an estimated $2.69K.
Erie Indemnity made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1051 holding.
Smartleaf Asset Management first reported a position in Erie Indemnity in Q1 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Erie Indemnity position peaked at $159K in Q3 2025.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.