SFSG
ERIE icon

Sound Financial Strategies Group’s Erie Indemnity ERIE Stock Holding History

Sound Financial Strategies Group’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
2025
Q3 		– Sell
-1,649
Closed -$572K – 109
2025
Q2 		$572K Buy
+1,649
New +$612K 0.48% 80

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Financial Strategies Group's ERIE Position: Q3 2025 in Review

Sound Financial Strategies Group sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 1,649 shares — an estimated $572K sold.

Sound Financial Strategies Group first reported a position in ERIE in Q2 2025 and held it in 1 quarter. The position peaked at $572K in Q2 2025. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Sound Financial Strategies Group reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,649 Erie Indemnity shares in Q3 2025, an estimated $572K.
  • Sound Financial Strategies Group first reported a position in Erie Indemnity in Q2 2025 and held it in 1 quarter.
  • Sound Financial Strategies Group's Erie Indemnity position peaked at $572K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Sound Financial Strategies Group's 13F filing for Q3 2025, filed 23 Oct 2025.