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Larson Financial Group’s Sempra SRE Stock Holding History

Larson 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 		$597K Sell
6,435
-3,344
-34% -$311K 0.02% 509
2026
Q1 		$950K Sell
9,779
-133
-1% -$12.2K 0.03% 333
2025
Q4 		$875K Sell
9,912
-296
-3% -$27K 0.03% 334
2025
Q3 		$919K Sell
10,208
-1,595
-14% -$129K 0.03% 326
2025
Q2 		$894K Buy
11,803
+984
+9% +$73.1K 0.04% 313
2025
Q1 		$772K Buy
10,819
+5,598
+107% +$436K 0.04% 313
2024
Q4 		$458K Buy
5,221
+226
+5% +$19.8K 0.02% 379
2024
Q3 		$418K Sell
4,995
-998
-17% -$79.8K 0.02% 381
2024
Q2 		$456K Buy
5,993
+4,748
+381% +$351K 0.03% 291
2024
Q1 		$89.4K Sell
1,245
-19,291
-94% -$1.38M 0.01% 565
2023
Q4 		$1.53M Sell
20,536
-171
-0.8% -$12.2K 0.13% 135
2023
Q3 		$1.41M Buy
20,707
+383
+2% +$27.6K 0.14% 137
2023
Q2 		$1.48M Sell
20,324
-442
-2% -$33.2K 0.15% 130
2023
Q1 		$1.57M Buy
20,766
+84
+0.4% +$6.45K 0.17% 120
2022
Q4 		$1.6M Buy
20,682
+676
+3% +$52.3K 0.19% 106
2022
Q3 		$1.5M Buy
20,006
+19,610
+4,952% +$1.59M 0.21% 89
2022
Q2 		$30K Buy
396
+286
+260% +$23K 0.01% 472
2022
Q1 		$9K Hold
110
– – ﹤0.01% 691
2021
Q4 		$7K Buy
+110
New +$6.97K ﹤0.01% 762

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

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

Larson Financial Group reduced its Sempra (SRE) stake by 34% in Q2 2026, selling an estimated $311K and leaving 6,435 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #509.

Larson Financial Group first reported a position in SRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2022. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Larson Financial Group held 6,435 shares of Sempra worth $597K as of Q2 2026.
  • Larson Financial Group sold 3,344 Sempra shares in Q2 2026, an estimated $311K.
  • Sempra made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #509 holding.
  • Larson Financial Group first reported a position in Sempra in Q4 2021 and has held it in 19 quarters since.
  • Larson Financial Group's Sempra position peaked at $1.6M in Q4 2022.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.