Define Financial’s Sempra SRE Stock Holding History

Define 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	$337K	Buy	4,323 +391	+10%	+$33.8K	0.14%	38
2026 Q2	$365K	Buy	3,932 +46	+1%	+$4.28K	0.17%	35
2026 Q1	$378K	Buy	3,886 +28	+0.7%	+$2.56K	0.2%	26
2025 Q4	$341K	Buy	3,858 +27	+0.7%	+$2.46K	0.19%	30
2025 Q3	$345K	Buy	3,831 +33	+0.9%	+$2.67K	0.21%	27
2025 Q2	$288K	Buy	3,798 +34	+0.9%	+$2.52K	0.19%	28
2025 Q1	$257K	Buy	3,764 +1,068	+40%	+$83.2K	0.2%	25
2024 Q4	$237K	Buy	+2,696	New	+$236K	0.18%	29

Other funds holding SRE

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Define Financial's SRE Position: Q3 2026 in Review

Define Financial increased its Sempra (SRE) stake by 9.9% in Q3 2026, buying an estimated $33.8K and bringing the position to 4,323 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #38.

Define Financial first reported a position in SRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $378K in Q1 2026. 558 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

Define Financial held 4,323 shares of Sempra worth $337K as of Q3 2026.
Define Financial bought 391 Sempra shares in Q3 2026, an estimated $33.8K.
Sempra made up 0.14% of Define Financial's portfolio in Q3 2026, its #38 holding.
Define Financial first reported a position in Sempra in Q4 2024 and has held it in 8 quarters since.
Define Financial's Sempra position peaked at $378K in Q1 2026.
558 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.