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Richardson Financial Services’s Sempra SRE Stock Holding History

Richardson Financial Services’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 		$52.5K Sell
540
-1,895
-78% -$173K 0.03% 291
2025
Q4 		$215K Buy
2,435
+62
+3% +$5.65K 0.07% 148
2025
Q3 		$214K Sell
2,373
-12
-0.5% -$972 0.13% 144
2025
Q2 		$182K Buy
2,385
+200
+9% +$14.8K 0.12% 155
2025
Q1 		$156K Sell
2,185
-20
-0.9% -$1.56K 0.12% 162
2024
Q4 		$193K Sell
2,205
-115
-5% -$10.1K 0.14% 140
2024
Q3 		$176K Hold
2,320
– – 0.11% 158
2024
Q2 		$176K Sell
2,320
-180
-7% -$13.3K 0.13% 149
2024
Q1 		$180K Buy
2,500
+135
+6% +$9.68K 0.13% 152
2023
Q4 		$177K Buy
+2,365
New +$169K 0.15% 138

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

Richardson Financial Services's SRE Position: Q1 2026 in Review

Richardson Financial Services reduced its Sempra (SRE) stake by 78% in Q1 2026, selling an estimated $173K and leaving 540 shares worth $52.5K. The position accounts for 0.03% of the portfolio, ranked #291.

Richardson Financial Services first reported a position in SRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $215K in Q4 2025. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Richardson Financial Services held 540 shares of Sempra worth $52.5K as of Q1 2026.
  • Richardson Financial Services sold 1,895 Sempra shares in Q1 2026, an estimated $173K.
  • Sempra made up 0.03% of Richardson Financial Services's portfolio in Q1 2026, its #291 holding.
  • Richardson Financial Services first reported a position in Sempra in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Sempra position peaked at $215K in Q4 2025.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.