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Pinnacle Bancorp’s Sempra SRE Stock Holding History

Pinnacle Bancorp’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 		$27.8K Buy
+300
New +$27.9K 0.01% 572
2025
Q3 		– Sell
-241
Closed -$18.3K – 935
2025
Q2 		$18.3K Hold
241
– – 0.01% 613
2025
Q1 		$17.2K Buy
241
+14
+6% +$1.09K 0.01% 610
2024
Q4 		$19.9K Hold
227
– – 0.01% 588
2024
Q3 		$19K Buy
+227
New +$18.2K 0.01% 585
2017
Q1 		$5K Buy
+98
New +$5.2K ﹤0.01% 570

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

Pinnacle Bancorp's SRE Position: Q2 2026 in Review

Pinnacle Bancorp opened a new position in Sempra (SRE) in Q2 2026: 300 shares worth $27.8K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Pinnacle Bancorp previously reported a position in SRE as recently as Q2 2025.

Pinnacle Bancorp first reported a position in SRE in Q1 2017 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Pinnacle Bancorp held 300 shares of Sempra worth $27.8K as of Q2 2026.
  • Sempra was a new Pinnacle Bancorp position in Q2 2026.
  • Sempra made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #572 holding.
  • Pinnacle Bancorp first reported a position in Sempra in Q1 2017 and has held it in 6 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.