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Sumitomo Mitsui DS Asset Management’s Erie Indemnity ERIE Stock Holding History

Sumitomo Mitsui DS 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 		$698K Hold
2,913
– – ﹤0.01% 654
2026
Q1 		$732K Hold
2,913
– – 0.01% 639
2025
Q4 		$835K Hold
2,913
– – 0.01% 628
2025
Q3 		$927K Hold
2,913
– – 0.01% 624
2025
Q2 		$1.01M Buy
2,913
+138
+5% +$51.2K 0.01% 610
2025
Q1 		$1.16M Sell
2,775
-31
-1% -$12.7K 0.01% 597
2024
Q4 		$1.16M Sell
2,806
-571
-17% -$256K 0.01% 604
2024
Q3 		$1.82M Buy
3,377
+409
+14% +$186K 0.02% 501
2024
Q2 		$1.08M Sell
2,968
-40
-1% -$15.2K 0.01% 594
2024
Q1 		$1.21M Hold
3,008
– – 0.02% 561
2023
Q4 		$1.01M Buy
3,008
+10
+0.3% +$3K 0.01% 609
2023
Q3 		$881K Sell
2,998
-6
-0.2% -$1.55K 0.01% 584
2023
Q2 		$631K Buy
3,004
+974
+48% +$217K 0.01% 647
2023
Q1 		$470K Hold
2,030
– – 0.01% 678
2022
Q4 		$505K Buy
2,030
+21
+1% +$5.4K 0.01% 649
2022
Q3 		$447K Buy
2,009
+16
+0.8% +$3.37K 0.01% 646
2022
Q2 		$383K Hold
1,993
– – 0.01% 680
2022
Q1 		$351K Hold
1,993
– – 0.01% 704
2021
Q4 		$383K Sell
1,993
-83
-4% -$16.7K 0.01% 702
2021
Q3 		$370K Sell
2,076
-8
-0.4% -$1.45K 0.01% 691
2021
Q2 		$402K Sell
2,084
-38
-2% -$7.84K 0.01% 694
2021
Q1 		$468K Buy
2,122
+124
+6% +$30.1K 0.01% 650
2020
Q4 		$490K Buy
1,998
+470
+31% +$110K 0.01% 615
2020
Q3 		$321K Hold
1,528
– – 0.01% 650
2020
Q2 		$293K Buy
1,528
+16
+1% +$2.82K 0.01% 653
2020
Q1 		$224K Sell
1,512
-440
-23% -$70.9K 0.01% 643
2019
Q4 		$324K Sell
1,952
-914
-32% -$161K 0.01% 657
2019
Q3 		$532K Buy
2,866
+839
+41% +$191K 0.02% 554
2019
Q2 		$515K Buy
+2,027
New +$419K 0.02% 550

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

Sumitomo Mitsui DS Asset Management's ERIE Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Erie Indemnity (ERIE) position steady in Q2 2026 at 2,913 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Sumitomo Mitsui DS Asset Management first reported a position in ERIE in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.82M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 2,913 shares of Erie Indemnity worth $698K as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #654 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Erie Indemnity in Q2 2019 and has held it in 29 quarters since.
  • Sumitomo Mitsui DS Asset Management's Erie Indemnity position peaked at $1.82M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.