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Summit Securities Group’s Erie Indemnity ERIE Stock Holding History

Summit Securities 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
2026
Q2 		$1.44K Buy
6
+2
+50% +$459 ﹤0.01% 1104
2026
Q1 		$1K Sell
4
-34
-89% -$9.13K ﹤0.01% 992
2025
Q4 		$10.9K Sell
38
-6
-14% -$1.79K ﹤0.01% 891
2025
Q3 		$14K Buy
44
+27
+159% +$9.32K ﹤0.01% 840
2025
Q2 		$5.89K Buy
+17
New +$6.31K ﹤0.01% 964

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

Summit Securities Group's ERIE Position: Q2 2026 in Review

Summit Securities Group increased its Erie Indemnity (ERIE) stake by 50% in Q2 2026, buying an estimated $459 and bringing the position to 6 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Summit Securities Group first reported a position in ERIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $14K in Q3 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Summit Securities Group held 6 shares of Erie Indemnity worth $1.44K as of Q2 2026.
  • Summit Securities Group bought 2 Erie Indemnity shares in Q2 2026, an estimated $459.
  • Erie Indemnity made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1104 holding.
  • Summit Securities Group first reported a position in Erie Indemnity in Q2 2025 and has held it in 5 quarters since.
  • Summit Securities Group's Erie Indemnity position peaked at $14K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.