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SummitTX Capital’s Erie Indemnity ERIE Stock Holding History

SummitTX Capital’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
Q1 		$1M Buy
3,996
+2,643
+195% +$710K 0.03% 447
2025
Q4 		$388K Buy
1,353
+555
+70% +$166K 0.01% 567
2025
Q3 		$254K Buy
798
+185
+30% +$63.9K 0.01% 664
2025
Q2 		$213K Sell
613
-686
-53% -$254K 0.01% 686
2025
Q1 		$544K Buy
+1,299
New +$530K 0.02% 528

Other funds holding ERIE

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return