First Foundation Advisors’s Sempra SRE Stock Holding History

First Foundation 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 Q1	$481K	Buy	4,951 +8	+0.2%	+$732	0.02%	241
2025 Q4	$436K	Buy	4,943 +1	+0%	+$91	0.02%	249
2025 Q3	$445K	Buy	4,942 +4	+0.1%	+$324	0.02%	246
2025 Q2	$374K	Buy	4,938 +2	+0%	+$148	0.01%	267
2025 Q1	$352K	Sell	4,936 -92	-2%	-$7.17K	0.01%	255
2024 Q4	$441K	Sell	5,028 -71	-1%	-$6.21K	0.02%	240
2024 Q3	$426K	Buy	5,099 +154	+3%	+$12.3K	0.02%	244
2024 Q2	$376K	Hold	4,945	–	–	0.01%	255
2024 Q1	$355K	Hold	4,945	–	–	0.01%	270
2023 Q4	$370K	Sell	4,945 -1,735	-26%	-$124K	0.02%	259
2023 Q3	$454K	Sell	6,680 -694	-9%	-$50.1K	0.02%	260
2023 Q2	$537K	Sell	7,374 -1,602	-18%	-$120K	0.02%	237
2023 Q1	$678K	Sell	8,976 -6	-0.1%	-$460	0.03%	207
2022 Q4	$694K	Sell	8,982 -196	-2%	-$15.2K	0.03%	211
2022 Q3	$688K	Buy	9,178 +472	+5%	+$38.2K	0.03%	202
2022 Q2	$654K	Sell	8,706 -620	-7%	-$49.8K	0.03%	213
2022 Q1	$784K	Buy	9,326 +5,616	+151%	+$404K	0.03%	209
2021 Q4	$245K	Buy	3,710 +32	+0.9%	+$2.03K	0.01%	379
2021 Q3	$233K	Buy	3,678 +142	+4%	+$9.37K	0.01%	389
2021 Q2	$234K	Sell	3,536 -220	-6%	-$15.1K	0.01%	401
2021 Q1	$249K	Sell	3,756 -616	-14%	-$38.3K	0.01%	364
2020 Q4	$279K	Buy	4,372 +328	+8%	+$21.1K	0.01%	346
2020 Q3	$239K	Sell	4,044 -646	-14%	-$39.8K	0.01%	332
2020 Q2	$275K	Sell	4,690 -2,304	-33%	-$142K	0.01%	287
2020 Q1	$395K	Sell	6,994 -3,286	-32%	-$233K	0.02%	249
2019 Q4	$779K	Hold	10,280	–	–	0.04%	196
2019 Q3	$759K	Buy	10,280 +7,106	+224%	+$498K	0.04%	184
2019 Q2	$218K	Buy	+3,174	New	+$208K	0.01%	314
2017 Q1	–	Sell	-5,632	Closed	-$283K	–	341
2016 Q4	$283K	Hold	5,632	–	–	0.02%	260
2016 Q3	$302K	Sell	5,632 -1,000	-15%	-$54.4K	0.02%	233
2016 Q2	$378K	Buy	+6,632	New	+$351K	0.03%	220
2015 Q4	–	Sell	-4,666	Closed	-$226K	–	311
2015 Q3	$226K	Sell	4,666 -724	-13%	-$35.6K	0.02%	204
2015 Q2	$267K	Buy	+5,390	New	+$285K	0.02%	189

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Foundation Advisors's SRE Position: Q1 2026 in Review

First Foundation Advisors increased its Sempra (SRE) stake by 0.16% in Q1 2026, buying an estimated $732 and bringing the position to 4,951 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #241.

First Foundation Advisors first reported a position in SRE in Q2 2015 and has held it in 33 quarters since. The position peaked at $784K in Q1 2022. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

First Foundation Advisors held 4,951 shares of Sempra worth $481K as of Q1 2026.
First Foundation Advisors bought 8 Sempra shares in Q1 2026, an estimated $732.
Sempra made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #241 holding.
First Foundation Advisors first reported a position in Sempra in Q2 2015 and has held it in 33 quarters since.
First Foundation Advisors's Sempra position peaked at $784K in Q1 2022.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.