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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
Q2 		$3.15K Buy
34
+2
+6% +$186 ﹤0.01% 937
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 $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

Rialto Wealth Management's SRE Position: Q2 2026 in Review

Rialto Wealth Management increased its Sempra (SRE) stake by 6.3% in Q2 2026, buying an estimated $186 and bringing the position to 34 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Rialto Wealth Management first reported a position in SRE in Q2 2025 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Rialto Wealth Management held 34 shares of Sempra worth $3.15K as of Q2 2026.
  • Rialto Wealth Management bought 2 Sempra shares in Q2 2026, an estimated $186.
  • Sempra made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #937 holding.
  • Rialto Wealth Management first reported a position in Sempra in Q2 2025 and has held it in 5 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.