Frank Rimerman Advisors’s Sempra SRE Stock Holding History

Frank Rimerman 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	$476K	Buy	5,137 +134	+3%	+$12.5K	0.03%	422
2026 Q1	$486K	Buy	5,003 +19	+0.4%	+$1.74K	0.03%	384
2025 Q4	$440K	Buy	4,984 +19	+0.4%	+$1.73K	0.03%	412
2025 Q3	$447K	Buy	4,965 +44	+0.9%	+$3.56K	0.03%	394
2025 Q2	$373K	Sell	4,921 -521	-10%	-$38.7K	0.03%	404
2025 Q1	$388K	Buy	5,442 +525	+11%	+$40.9K	0.03%	362
2024 Q4	$431K	Sell	4,917 -4	-0.1%	-$350	0.03%	335
2024 Q3	$412K	Sell	4,921 -19	-0.4%	-$1.52K	0.03%	363
2024 Q2	$376K	Buy	4,940 +4,916	+20,483%	+$363K	0.03%	404
2024 Q1	$1.72K	Hold	24	–	–	﹤0.01%	291
2023 Q4	$1.79K	Buy	+24	New	+$1.72K	﹤0.01%	275

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Frank Rimerman Advisors's SRE Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Sempra (SRE) stake by 2.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 5,137 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #422.

Frank Rimerman Advisors first reported a position in SRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $486K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

Frank Rimerman Advisors held 5,137 shares of Sempra worth $476K as of Q2 2026.
Frank Rimerman Advisors bought 134 Sempra shares in Q2 2026, an estimated $12.5K.
Sempra made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #422 holding.
Frank Rimerman Advisors first reported a position in Sempra in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Sempra position peaked at $486K in Q1 2026.
1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.