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Bare Financial Services’s Sempra SRE Stock Holding History

Bare Financial Services’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
Q2 		$9.55K Buy
103
+44
+75% +$4.09K ﹤0.01% 596
2026
Q1 		$5.73K Buy
59
+29
+97% +$2.65K ﹤0.01% 586
2025
Q4 		$2.65K Buy
30
+15
+100% +$1.37K ﹤0.01% 769
2025
Q3 		$1.35K Buy
+15
New +$1.22K ﹤0.01% 930

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bare Financial Services's SRE Position: Q2 2026 in Review

Bare Financial Services increased its Sempra (SRE) stake by 75% in Q2 2026, buying an estimated $4.09K and bringing the position to 103 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Bare Financial Services first reported a position in SRE in Q3 2025 and has held it in 4 quarters since. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Bare Financial Services held 103 shares of Sempra worth $9.55K as of Q2 2026.
  • Bare Financial Services bought 44 Sempra shares in Q2 2026, an estimated $4.09K.
  • Sempra made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #596 holding.
  • Bare Financial Services first reported a position in Sempra in Q3 2025 and has held it in 4 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.