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Whittier Trust’s Erie Indemnity ERIE Stock Holding History

Whittier Trust’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 		$12.9K Hold
50
– – ﹤0.01% 1105
2026
Q1 		$12.7K Hold
50
– – ﹤0.01% 1087
2025
Q4 		$14.3K Hold
50
– – ﹤0.01% 1082
2025
Q3 		$16K Hold
50
– – ﹤0.01% 1041
2025
Q2 		$17.3K Hold
50
– – ﹤0.01% 1138
2025
Q1 		$21K Hold
50
– – ﹤0.01% 1098
2024
Q4 		$20.6K Hold
50
– – ﹤0.01% 1097
2024
Q3 		$27K Hold
50
– – ﹤0.01% 1037
2024
Q2 		$18.1K Hold
50
– – ﹤0.01% 1111
2024
Q1 		$20.1K Hold
50
– – ﹤0.01% 1127
2023
Q4 		$16.7K Hold
50
– – ﹤0.01% 1132
2023
Q3 		$14.7K Hold
50
– – ﹤0.01% 1182
2023
Q2 		$10.5K Hold
50
– – ﹤0.01% 1263
2023
Q1 		$11.6K Hold
50
– – ﹤0.01% 1277
2022
Q4 		$12.4K Hold
50
– – ﹤0.01% 1253
2022
Q3 		$11K Hold
50
– – ﹤0.01% 1321
2022
Q2 		$10K Hold
50
– – ﹤0.01% 1318
2022
Q1 		$9K Hold
50
– – ﹤0.01% 1349
2021
Q4 		$10K Buy
+50
New +$10K ﹤0.01% 1315

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

Whittier Trust's ERIE Position: Q2 2026 in Review

Whittier Trust held its Erie Indemnity (ERIE) position steady in Q2 2026 at 50 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Whittier Trust first reported a position in ERIE in Q4 2021 and has held it in 19 quarters since. The position peaked at $27K in Q3 2024. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Whittier Trust held 50 shares of Erie Indemnity worth $12.9K as of Q2 2026.
  • Whittier Trust left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1105 holding.
  • Whittier Trust first reported a position in Erie Indemnity in Q4 2021 and has held it in 19 quarters since.
  • Whittier Trust's Erie Indemnity position peaked at $27K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.