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Farther Finance Advisors’s Sempra SRE Stock Holding History

Farther Finance Advisors’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 		$1.64M Buy
17,632
+794
+5% +$73.8K 0.01% 831
2026
Q1 		$1.64M Buy
16,838
+2,158
+15% +$197K 0.02% 733
2025
Q4 		$1.3M Buy
14,680
+6,219
+74% +$566K 0.01% 767
2025
Q3 		$761K Buy
8,461
+3,694
+77% +$299K 0.01% 863
2025
Q2 		$361K Sell
4,767
-424
-8% -$31.5K 0.01% 1082
2025
Q1 		$371K Buy
5,191
+2,046
+65% +$159K 0.01% 936
2024
Q4 		$276K Sell
3,145
-3,521
-53% -$308K 0.01% 844
2024
Q3 		$557K Buy
6,666
+572
+9% +$45.7K 0.02% 548
2024
Q2 		$457K Sell
6,094
-428
-7% -$31.6K 0.02% 510
2024
Q1 		$465K Buy
6,522
+446
+7% +$32K 0.03% 418
2023
Q4 		$454K Buy
6,076
+1,380
+29% +$98.7K 0.03% 370
2023
Q3 		$319K Buy
4,696
+4,358
+1,289% +$314K 0.05% 280
2023
Q2 		$24.6K Buy
338
+40
+13% +$3K 0.01% 930
2023
Q1 		$22.5K Buy
298
+40
+16% +$3.07K 0.01% 862
2022
Q4 		$19.9K Buy
+258
New +$20K 0.01% 741

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

Farther Finance Advisors's SRE Position: Q2 2026 in Review

Farther Finance Advisors increased its Sempra (SRE) stake by 4.7% in Q2 2026, buying an estimated $73.8K and bringing the position to 17,632 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #831.

Farther Finance Advisors first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Farther Finance Advisors held 17,632 shares of Sempra worth $1.64M as of Q2 2026.
  • Farther Finance Advisors bought 794 Sempra shares in Q2 2026, an estimated $73.8K.
  • Sempra made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #831 holding.
  • Farther Finance Advisors first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Sempra position peaked at $1.64M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.