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Rialto Wealth Management’s Sempra SRE Stock Holding History

Rialto Wealth Management’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
Q1 		$3.11K Buy
32
+7
+28% +$641 ﹤0.01% 716
2025
Q4 		$2.21K Buy
25
+2
+9% +$182 ﹤0.01% 715
2025
Q3 		$2.07K Buy
23
+4
+21% +$324 ﹤0.01% 660
2025
Q2 		$1.44K Buy
+19
New +$1.41K ﹤0.01% 700

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's SRE Position: Q1 2026 in Review

Rialto Wealth Management increased its Sempra (SRE) stake by 28% in Q1 2026, buying an estimated $641 and bringing the position to 32 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Rialto Wealth Management first reported a position in SRE in Q2 2025 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Rialto Wealth Management held 32 shares of Sempra worth $3.11K as of Q1 2026.
  • Rialto Wealth Management bought 7 Sempra shares in Q1 2026, an estimated $641.
  • Sempra made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #716 holding.
  • Rialto Wealth Management first reported a position in Sempra in Q2 2025 and has held it in 4 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.