BSC
ERIE icon

BOLTON SECURITIES CORPORATION’s Erie Indemnity ERIE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$42.7K Sell
195
-30
-13% -$7.32K ﹤0.01% 1393
2026
Q2 		$53.9K Sell
225
-100
-31% -$22.9K ﹤0.01% 1307
2026
Q1 		$81.7K Buy
+325
New +$87.2K ﹤0.01% 1103
2025
Q3 		$197K Buy
+620
New +$214K 0.01% 750
2025
Q1 		$260K Buy
+620
New +$253K 0.02% 627

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ERIE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Erie Indemnity (ERIE) stake by 13% in Q3 2026, selling an estimated $7.32K and leaving 195 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

BOLTON SECURITIES CORPORATION first reported a position in ERIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q1 2025. 254 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 195 shares of Erie Indemnity worth $42.7K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 30 Erie Indemnity shares in Q3 2026, an estimated $7.32K.
  • Erie Indemnity made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1393 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Erie Indemnity in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Erie Indemnity position peaked at $260K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.