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First Citizens Bank & Trust’s Sempra SRE Stock Holding History

First Citizens Bank & Trust’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 		$225K Buy
2,430
+231
+11% +$21.5K ﹤0.01% 619
2026
Q1 		$214K Buy
+2,199
New +$201K ﹤0.01% 621
2013
Q4 		– Sell
-47,166
Closed -$2.02M – 732
2013
Q3 		$2.02M Buy
47,166
+2,704
+6% +$115K 0.08% 238
2013
Q2 		$1.82M Buy
+44,462
New +$1.81M 0.07% 247

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

First Citizens Bank & Trust's SRE Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Sempra (SRE) stake by 11% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,430 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

First Citizens Bank & Trust first reported a position in SRE in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.02M in Q3 2013. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • First Citizens Bank & Trust held 2,430 shares of Sempra worth $225K as of Q2 2026.
  • First Citizens Bank & Trust bought 231 Sempra shares in Q2 2026, an estimated $21.5K.
  • Sempra made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #619 holding.
  • First Citizens Bank & Trust first reported a position in Sempra in Q2 2013 and has held it in 4 quarters since.
  • First Citizens Bank & Trust's Sempra position peaked at $2.02M in Q3 2013.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.