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UMB Bank’s Erie Indemnity ERIE Stock Holding History

UMB Bank’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 		$75.1K Buy
299
+193
+182% +$51.8K ﹤0.01% 1098
2025
Q4 		$30.4K Buy
106
+45
+74% +$13.4K ﹤0.01% 1420
2025
Q3 		$19.4K Sell
61
-12
-16% -$4.14K ﹤0.01% 1456
2025
Q2 		$25.3K Buy
+73
New +$27.1K ﹤0.01% 1313
2025
Q1 		– Sell
-11
Closed -$4.53K – 2125
2024
Q4 		$4.53K Buy
11
+8
+267% +$3.58K ﹤0.01% 1741
2024
Q3 		$1.62K Sell
3
-6
-67% -$2.73K ﹤0.01% 2023
2024
Q2 		$3.26K Buy
9
+3
+50% +$1.14K ﹤0.01% 1592
2024
Q1 		$2.41K Buy
+6
New +$2.21K ﹤0.01% 1488
2023
Q4 		– Sell
-1
Closed -$294 – 1648
2023
Q3 		$294 Sell
1
-3
-75% -$776 ﹤0.01% 1653
2023
Q2 		$840 Sell
4
-6
-60% -$1.34K ﹤0.01% 1608
2023
Q1 		$2.32K Hold
10
– – ﹤0.01% 1513
2022
Q4 		$2K Hold
10
– – ﹤0.01% 1546
2022
Q3 		$2K Hold
10
– – ﹤0.01% 1594
2022
Q2 		$2K Sell
10
-1
-9% -$174 ﹤0.01% 1730
2022
Q1 		$2K Hold
11
– – ﹤0.01% 1811
2021
Q4 		$2K Buy
+11
New +$2.21K ﹤0.01% 1798

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UMB Bank's ERIE Position: Q1 2026 in Review

UMB Bank increased its Erie Indemnity (ERIE) stake by 182% in Q1 2026, buying an estimated $51.8K and bringing the position to 299 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

UMB Bank first reported a position in ERIE in Q4 2021 and has held it in 16 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • UMB Bank held 299 shares of Erie Indemnity worth $75.1K as of Q1 2026.
  • UMB Bank bought 193 Erie Indemnity shares in Q1 2026, an estimated $51.8K.
  • Erie Indemnity made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1098 holding.
  • UMB Bank first reported a position in Erie Indemnity in Q4 2021 and has held it in 16 quarters since.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.