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Independent Financial Group’s Sempra SRE Stock Holding History

Independent Financial Group’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 		$4.06M Buy
43,764
+1,514
+4% +$141K 0.08% 253
2026
Q1 		$4.11M Sell
42,250
-10,212
-19% -$934K 0.09% 209
2025
Q4 		$4.63M Sell
52,462
-210
-0.4% -$19.1K 0.1% 184
2025
Q3 		$4.74M Sell
52,672
-100
-0.2% -$8.1K 0.11% 161
2025
Q2 		$4M Buy
52,772
+24,822
+89% +$1.84M 0.11% 173
2025
Q1 		$1.99M Buy
27,950
+4,408
+19% +$343K 0.07% 280
2024
Q4 		$2.07M Buy
23,542
+2,921
+14% +$256K 0.07% 287
2024
Q3 		$1.72M Sell
20,621
-347
-2% -$27.8K 0.06% 301
2024
Q2 		$1.59M Buy
20,968
+2,039
+11% +$151K 0.06% 277
2024
Q1 		$1.36M Buy
18,929
+1,130
+6% +$81K 0.06% 310
2023
Q4 		$1.33M Sell
17,799
-566
-3% -$40.5K 0.07% 287
2023
Q3 		$1.25M Buy
18,365
+29
+0.2% +$2.09K 0.08% 272
2023
Q2 		$1.33M Buy
18,336
+74
+0.4% +$5.56K 0.09% 243
2023
Q1 		$1.38M Buy
18,262
+2,902
+19% +$223K 0.11% 213
2022
Q4 		$1.19M Buy
15,360
+4,246
+38% +$329K 0.1% 204
2022
Q3 		$833K Sell
11,114
-830
-7% -$67.2K 0.08% 262
2022
Q2 		$897K Hold
11,944
– – 0.1% 242
2022
Q1 		$1M Buy
11,944
+4,738
+66% +$340K 0.08% 251
2021
Q4 		$477K Sell
7,206
-1,230
-15% -$77.9K 0.04% 430
2021
Q3 		$534K Buy
8,436
+200
+2% +$13.2K 0.05% 345
2021
Q2 		$546K Sell
8,236
-960
-10% -$65.7K 0.06% 342
2021
Q1 		$610K Sell
9,196
-4,770
-34% -$297K 0.08% 283
2020
Q4 		$890K Buy
13,966
+646
+5% +$41.6K 0.13% 183
2020
Q3 		$788K Buy
13,320
+92
+0.7% +$5.66K 0.15% 156
2020
Q2 		$775K Sell
13,228
-2,740
-17% -$168K 0.17% 149
2020
Q1 		$902K Buy
+15,968
New +$1.13M 0.27% 92

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

Independent Financial Group's SRE Position: Q2 2026 in Review

Independent Financial Group increased its Sempra (SRE) stake by 3.6% in Q2 2026, buying an estimated $141K and bringing the position to 43,764 shares worth $4.06M. The position accounts for 0.08% of the portfolio, ranked #253.

Independent Financial Group first reported a position in SRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.74M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Independent Financial Group held 43,764 shares of Sempra worth $4.06M as of Q2 2026.
  • Independent Financial Group bought 1,514 Sempra shares in Q2 2026, an estimated $141K.
  • Sempra made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #253 holding.
  • Independent Financial Group first reported a position in Sempra in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Sempra position peaked at $4.74M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.