FFA
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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
Q3 		$2.68M Buy
34,412
+16,780
+95% +$1.45M 0.02% 646
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Farther Finance Advisors's SRE Position: Q3 2026 in Review

Farther Finance Advisors increased its Sempra (SRE) stake by 95% in Q3 2026, buying an estimated $1.45M and bringing the position to 34,412 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #646.

Farther Finance Advisors first reported a position in SRE in Q4 2022 and has held it in 16 quarters since. 47 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Farther Finance Advisors held 34,412 shares of Sempra worth $2.68M as of Q3 2026.
  • Farther Finance Advisors bought 16,780 Sempra shares in Q3 2026, an estimated $1.45M.
  • Sempra made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #646 holding.
  • Farther Finance Advisors first reported a position in Sempra in Q4 2022 and has held it in 16 quarters since.
  • 47 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.