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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
Q2 		$1.97M Buy
8,232
+4,236
+106% +$971K 0.05% 336
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

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

SummitTX Capital's ERIE Position: Q2 2026 in Review

SummitTX Capital increased its Erie Indemnity (ERIE) stake by 106% in Q2 2026, buying an estimated $971K and bringing the position to 8,232 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #336.

SummitTX Capital first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • SummitTX Capital held 8,232 shares of Erie Indemnity worth $1.97M as of Q2 2026.
  • SummitTX Capital bought 4,236 Erie Indemnity shares in Q2 2026, an estimated $971K.
  • Erie Indemnity made up 0.05% of SummitTX Capital's portfolio in Q2 2026, its #336 holding.
  • SummitTX Capital first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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