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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
Q2 		$108K Hold
454
– – ﹤0.01% 1140
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
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

Smartleaf Asset Management's ERIE Position: Q2 2026 in Review

Smartleaf Asset Management held its Erie Indemnity (ERIE) position steady in Q2 2026 at 454 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Smartleaf Asset Management first reported a position in ERIE in Q1 2024 and has held it in 8 quarters since. The position peaked at $159K in Q3 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Smartleaf Asset Management held 454 shares of Erie Indemnity worth $108K as of Q2 2026.
  • Smartleaf Asset Management left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1140 holding.
  • Smartleaf Asset Management first reported a position in Erie Indemnity in Q1 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Erie Indemnity position peaked at $159K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.