Align Financial
SRE icon

Align Financial’s Sempra SRE Stock Holding History

Align Financial’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$702 Buy
+9
New +$778 ﹤0.01% 438

Other funds holding SRE

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Align Financial's SRE Position: Q3 2026 in Review

Align Financial opened a new position in Sempra (SRE) in Q3 2026: 9 shares worth $702. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings.

225 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Align Financial held 9 shares of Sempra worth $702 as of Q3 2026.
  • Sempra was a new Align Financial position in Q3 2026.
  • Sempra made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #438 holding.
  • 225 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.