IFS Advisors
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IFS Advisors’s Sempra SRE Stock Holding History

IFS 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 		$10.9K Hold
140
– – ﹤0.01% 305
2026
Q2 		$13K Hold
140
– – 0.01% 111
2026
Q1 		$13.6K Buy
+140
New +$12.8K 0.01% 107

Other funds holding SRE

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFS Advisors's SRE Position: Q3 2026 in Review

IFS Advisors held its Sempra (SRE) position steady in Q3 2026 at 140 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

IFS Advisors first reported a position in SRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.6K in Q1 2026. 294 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • IFS Advisors held 140 shares of Sempra worth $10.9K as of Q3 2026.
  • IFS Advisors left its Sempra share count unchanged in Q3 2026.
  • Sempra made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #305 holding.
  • IFS Advisors first reported a position in Sempra in Q1 2026 and has held it in 3 quarters since.
  • IFS Advisors's Sempra position peaked at $13.6K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.