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Sequoia Financial Advisors’s Sempra SRE Stock Holding History

Sequoia Financial Advisors’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 		$5.81M Buy
62,622
+813
+1% +$75.6K 0.03% 328
2026
Q1 		$6.01M Buy
61,809
+3,662
+6% +$335K 0.03% 285
2025
Q4 		$5.13M Buy
58,147
+44,066
+313% +$4.01M 0.03% 322
2025
Q3 		$1.27M Buy
14,081
+677
+5% +$54.8K 0.01% 683
2025
Q2 		$1.02M Buy
13,404
+5,835
+77% +$433K 0.01% 680
2025
Q1 		$540K Sell
7,569
-985
-12% -$76.7K ﹤0.01% 825
2024
Q4 		$750K Buy
8,554
+1,534
+22% +$134K 0.01% 672
2024
Q3 		$587K Buy
7,020
+312
+5% +$25K 0.01% 695
2024
Q2 		$510K Buy
6,708
+399
+6% +$29.5K 0.01% 679
2024
Q1 		$453K Sell
6,309
-3,579
-36% -$256K 0.01% 719
2023
Q4 		$739K Buy
9,888
+5,153
+109% +$369K 0.01% 621
2023
Q3 		$322K Buy
4,735
+31
+0.7% +$2.24K 0.01% 663
2023
Q2 		$342K Sell
4,704
-770
-14% -$57.8K 0.01% 651
2023
Q1 		$414K Sell
5,474
-1,092
-17% -$83.8K 0.01% 526
2022
Q4 		$507K Buy
6,566
+1,634
+33% +$126K 0.01% 430
2022
Q3 		$370K Sell
4,932
-38,428
-89% -$3.11M 0.01% 333
2022
Q2 		$3.26M Sell
43,360
-1,614
-4% -$130K 0.09% 144
2022
Q1 		$3.78M Buy
44,974
+9,530
+27% +$685K 0.09% 138
2021
Q4 		$2.34M Buy
+35,444
New +$2.25M 0.06% 169

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

Sequoia Financial Advisors's SRE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Sempra (SRE) stake by 1.3% in Q2 2026, buying an estimated $75.6K and bringing the position to 62,622 shares worth $5.81M. The position accounts for 0.03% of the portfolio, ranked #328.

Sequoia Financial Advisors first reported a position in SRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.01M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Sequoia Financial Advisors held 62,622 shares of Sempra worth $5.81M as of Q2 2026.
  • Sequoia Financial Advisors bought 813 Sempra shares in Q2 2026, an estimated $75.6K.
  • Sempra made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #328 holding.
  • Sequoia Financial Advisors first reported a position in Sempra in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Sempra position peaked at $6.01M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.