Sovereign's Capital Management’s Erie Indemnity ERIE Stock Holding History

Sovereign's Capital 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	$467K	Sell	1,946 -42	-2%	-$9.63K	0.31%	57
2026 Q1	$500K	Sell	1,988 -144	-7%	-$38.7K	0.37%	60
2025 Q4	$611K	Sell	2,132 -246	-10%	-$73.4K	0.37%	52
2025 Q3	$757K	Buy	2,378 +14	+0.6%	+$4.83K	0.41%	61
2025 Q2	$820K	Buy	2,364 +384	+19%	+$142K	0.44%	60
2025 Q1	$830K	Buy	1,980 +270	+16%	+$110K	0.49%	60
2024 Q4	$705K	Buy	+1,710	New	+$765K	0.45%	63

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Sovereign's Capital Management's ERIE Position: Q2 2026 in Review

Sovereign's Capital Management reduced its Erie Indemnity (ERIE) stake by 2.1% in Q2 2026, selling an estimated $9.63K and leaving 1,946 shares worth $467K. The position accounts for 0.31% of the portfolio, ranked #57.

Sovereign's Capital Management first reported a position in ERIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $830K in Q1 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Sovereign's Capital Management held 1,946 shares of Erie Indemnity worth $467K as of Q2 2026.
Sovereign's Capital Management sold 42 Erie Indemnity shares in Q2 2026, an estimated $9.63K.
Erie Indemnity made up 0.31% of Sovereign's Capital Management's portfolio in Q2 2026, its #57 holding.
Sovereign's Capital Management first reported a position in Erie Indemnity in Q4 2024 and has held it in 7 quarters since.
Sovereign's Capital Management's Erie Indemnity position peaked at $830K in Q1 2025.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.