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JFS Wealth Advisors’s Sempra SRE Stock Holding History

JFS Wealth 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 		$23K Buy
248
+4
+2% +$372 ﹤0.01% 736
2026
Q1 		$23.8K Buy
244
+7
+3% +$641 ﹤0.01% 696
2025
Q4 		$21K Buy
237
+63
+36% +$5.74K ﹤0.01% 735
2025
Q3 		$15.7K Sell
174
-18
-9% -$1.46K ﹤0.01% 754
2025
Q2 		$14.5K Buy
192
+8
+4% +$594 ﹤0.01% 740
2025
Q1 		$13.1K Buy
184
+7
+4% +$545 ﹤0.01% 785
2024
Q4 		$15.5K Sell
177
-37
-17% -$3.24K ﹤0.01% 710
2024
Q3 		$17.9K Buy
214
+5
+2% +$400 ﹤0.01% 668
2024
Q2 		$15.9K Sell
209
-46
-18% -$3.4K ﹤0.01% 655
2024
Q1 		$18.3K Sell
255
-164
-39% -$11.8K ﹤0.01% 645
2023
Q4 		$31.3K Buy
419
+277
+195% +$19.8K ﹤0.01% 490
2023
Q3 		$9.66K Sell
142
-24
-14% -$1.73K ﹤0.01% 743
2023
Q2 		$12.1K Hold
166
– – ﹤0.01% 677
2023
Q1 		$12.5K Sell
166
-26
-14% -$2K ﹤0.01% 641
2022
Q4 		$14.8K Buy
192
+8
+4% +$619 ﹤0.01% 596
2022
Q3 		$14K Buy
184
+36
+24% +$2.91K ﹤0.01% 648
2022
Q2 		$11K Buy
148
+4
+3% +$321 ﹤0.01% 744
2022
Q1 		$12K Buy
144
+52
+57% +$3.74K ﹤0.01% 746
2021
Q4 		$6K Buy
92
+50
+119% +$3.17K ﹤0.01% 772
2021
Q3 		$3K Buy
+42
New +$2.77K ﹤0.01% 756
2015
Q3 		– Sell
-16
Closed -$1K – 564
2015
Q2 		$1K Hold
16
– – ﹤0.01% 494
2015
Q1 		$1K Sell
16
-120
-88% -$6.61K ﹤0.01% 495
2014
Q4 		$8K Buy
136
+120
+750% +$6.54K ﹤0.01% 390
2014
Q3 		$1K Sell
16
-2
-11% -$103 ﹤0.01% 464
2014
Q2 		$1K Buy
+18
New +$894 ﹤0.01% 459

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

JFS Wealth Advisors's SRE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Sempra (SRE) stake by 1.6% in Q2 2026, buying an estimated $372 and bringing the position to 248 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

JFS Wealth Advisors first reported a position in SRE in Q2 2014 and has held it in 25 quarters since. The position peaked at $31.3K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • JFS Wealth Advisors held 248 shares of Sempra worth $23K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Sempra shares in Q2 2026, an estimated $372.
  • Sempra made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #736 holding.
  • JFS Wealth Advisors first reported a position in Sempra in Q2 2014 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Sempra position peaked at $31.3K in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.