Summit Financial’s Erie Indemnity ERIE Stock Holding History

Summit Financial’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 Q2	–	Sell	-1,404	Closed	-$588K	–	820
2025 Q1	$588K	Buy	+1,404	New	+$573K	0.02%	477

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's ERIE Position: Q2 2025 in Review

Summit Financial sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 1,404 shares — an estimated $588K sold.

Summit Financial first reported a position in ERIE in Q1 2025 and held it in 1 quarter. The position peaked at $588K in Q1 2025. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

Summit Financial reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 1,404 Erie Indemnity shares in Q2 2025, an estimated $588K.
Summit Financial first reported a position in Erie Indemnity in Q1 2025 and held it in 1 quarter.
Summit Financial's Erie Indemnity position peaked at $588K in Q1 2025.
411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.