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TrueMark Investments’s Erie Indemnity ERIE Stock Holding History

TrueMark Investments’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 		– Sell
-816
Closed -$234K – 203
2025
Q4 		$234K Buy
+816
New +$244K 0.04% 194
2025
Q3 		– Sell
-883
Closed -$306K – 208
2025
Q2 		$306K Buy
+883
New +$328K 0.07% 135

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

TrueMark Investments's ERIE Position: Q1 2026 in Review

TrueMark Investments sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 816 shares — an estimated $234K sold.

TrueMark Investments first reported a position in ERIE in Q2 2025 and held it in 2 quarters. The position peaked at $306K in Q2 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • TrueMark Investments reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 816 Erie Indemnity shares in Q1 2026, an estimated $234K.
  • TrueMark Investments first reported a position in Erie Indemnity in Q2 2025 and held it in 2 quarters.
  • TrueMark Investments's Erie Indemnity position peaked at $306K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.