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U.S. Capital Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-16,992
Closed -$7M – 855
2024
Q4 		$7M Buy
+16,992
New +$7.61M 0.22% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's ERIE Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 16,992 shares — an estimated $7M sold.

U.S. Capital Wealth Advisors first reported a position in ERIE in Q4 2024 and held it in 1 quarter. The position peaked at $7M in Q4 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 16,992 Erie Indemnity shares in Q1 2025, an estimated $7M.
  • U.S. Capital Wealth Advisors first reported a position in Erie Indemnity in Q4 2024 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Erie Indemnity position peaked at $7M in Q4 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.