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Founders Financial Securities’s Sempra SRE Stock Holding History

Founders Financial Securities’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 		$2.16M Buy
23,247
+720
+3% +$67K 0.11% 180
2026
Q1 		$2.25M Sell
22,527
-1,494
-6% -$137K 0.13% 160
2025
Q4 		$2.12M Sell
24,021
-13,634
-36% -$1.24M 0.12% 162
2025
Q3 		$3.39M Sell
37,655
-1,701
-4% -$138K 0.23% 87
2025
Q2 		$2.98M Buy
39,356
+1,204
+3% +$89.4K 0.23% 94
2025
Q1 		$2.88M Buy
38,152
+7,014
+23% +$546K 0.24% 88
2024
Q4 		$2.73M Buy
31,138
+629
+2% +$55K 0.25% 79
2024
Q3 		$2.55M Buy
30,509
+414
+1% +$33.1K 0.24% 85
2024
Q2 		$2.29M Buy
30,095
+1,818
+6% +$134K 0.22% 92
2024
Q1 		$2.03M Buy
28,277
+3,413
+14% +$245K 0.21% 97
2023
Q4 		$1.86M Buy
24,864
+740
+3% +$52.9K 0.21% 95
2023
Q3 		$1.64M Buy
24,124
+3,494
+17% +$252K 0.21% 90
2023
Q2 		$1.5M Buy
20,630
+2,672
+15% +$201K 0.2% 98
2023
Q1 		$1.36M Buy
17,958
+6,284
+54% +$482K 0.2% 104
2022
Q4 		$902K Buy
11,674
+1,332
+13% +$103K 0.14% 146
2022
Q3 		$775K Buy
10,342
+406
+4% +$32.9K 0.14% 140
2022
Q2 		$747K Sell
9,936
-778
-7% -$62.5K 0.15% 126
2022
Q1 		$901K Buy
10,714
+818
+8% +$58.8K 0.16% 122
2021
Q4 		$655K Buy
9,896
+1,532
+18% +$97.1K 0.12% 145
2021
Q3 		$529K Buy
8,364
+1,480
+21% +$97.7K 0.11% 164
2021
Q2 		$456K Buy
6,884
+1,874
+37% +$128K 0.09% 185
2021
Q1 		$332K Buy
5,010
+140
+3% +$8.71K 0.08% 190
2020
Q4 		$310K Buy
+4,870
New +$313K 0.07% 167

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

Founders Financial Securities's SRE Position: Q2 2026 in Review

Founders Financial Securities increased its Sempra (SRE) stake by 3.2% in Q2 2026, buying an estimated $67K and bringing the position to 23,247 shares worth $2.16M. The position accounts for 0.11% of the portfolio, ranked #180.

Founders Financial Securities first reported a position in SRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.39M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Founders Financial Securities held 23,247 shares of Sempra worth $2.16M as of Q2 2026.
  • Founders Financial Securities bought 720 Sempra shares in Q2 2026, an estimated $67K.
  • Sempra made up 0.11% of Founders Financial Securities's portfolio in Q2 2026, its #180 holding.
  • Founders Financial Securities first reported a position in Sempra in Q4 2020 and has held it in 23 quarters since.
  • Founders Financial Securities's Sempra position peaked at $3.39M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.