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SVB Wealth’s Erie Indemnity ERIE Stock Holding History

SVB Wealth’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
-148
Closed -$62K – 866
2025
Q1 		$62K Buy
+148
New +$60.4K ﹤0.01% 486

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's ERIE Position: Q2 2025 in Review

SVB Wealth sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 148 shares — an estimated $62K sold.

SVB Wealth first reported a position in ERIE in Q1 2025 and held it in 1 quarter. The position peaked at $62K in Q1 2025. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • SVB Wealth reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 148 Erie Indemnity shares in Q2 2025, an estimated $62K.
  • SVB Wealth first reported a position in Erie Indemnity in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Erie Indemnity position peaked at $62K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.