Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Sempra SRE Stock Holding History

Halbert Hargrove Global 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 		– Sell
-4
Closed -$354 – 652
2026
Q2 		$354 Buy
+4
New +$372 ﹤0.01% 580
2025
Q4 		– Sell
-45
Closed -$4.05K – 700
2025
Q3 		$4.05K Buy
+45
New +$3.64K ﹤0.01% 448
2025
Q2 		– Sell
-11
Closed -$785 – 607
2025
Q1 		$785 Buy
+11
New +$857 ﹤0.01% 466

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Sumitomo Mitsui Trust Group
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Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Halbert Hargrove Global Advisors's SRE Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Sempra (SRE) in Q3 2026, closing a stake of 4 shares — an estimated $354 sold.

Halbert Hargrove Global Advisors first reported a position in SRE in Q1 2025 and held it in 3 quarters. The position peaked at $4.05K in Q3 2025. 442 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Sempra position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 4 Sempra shares in Q3 2026, an estimated $354.
  • Halbert Hargrove Global Advisors first reported a position in Sempra in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Sempra position peaked at $4.05K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.