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Pinnacle Financial Partners (Georgia)’s Sempra SRE Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$397K Sell
4,287
-509
-11% -$47.3K ﹤0.01% 921
2026
Q1 		$466K Sell
4,796
-24
-0.5% -$2.2K ﹤0.01% 828
2025
Q4 		$426K Buy
+4,820
New +$439K ﹤0.01% 831

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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 Financial Partners (Georgia)'s SRE Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Sempra (SRE) stake by 11% in Q2 2026, selling an estimated $47.3K and leaving 4,287 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Pinnacle Financial Partners (Georgia) first reported a position in SRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $466K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 4,287 shares of Sempra worth $397K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 509 Sempra shares in Q2 2026, an estimated $47.3K.
  • Sempra made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #921 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Sempra in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Sempra position peaked at $466K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.