SFG
SRE icon

Sovereign Financial Group’s Sempra SRE Stock Holding History

Sovereign Financial Group’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 		$204K Buy
2,202
+8
+0.4% +$744 0.03% 366
2026
Q1 		$213K Buy
+2,194
New +$201K 0.04% 331

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

Sovereign Financial Group's SRE Position: Q2 2026 in Review

Sovereign Financial Group increased its Sempra (SRE) stake by 0.36% in Q2 2026, buying an estimated $744 and bringing the position to 2,202 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #366.

Sovereign Financial Group first reported a position in SRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Sovereign Financial Group held 2,202 shares of Sempra worth $204K as of Q2 2026.
  • Sovereign Financial Group bought 8 Sempra shares in Q2 2026, an estimated $744.
  • Sempra made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #366 holding.
  • Sovereign Financial Group first reported a position in Sempra in Q1 2026 and has held it in 2 quarters since.
  • Sovereign Financial Group's Sempra position peaked at $213K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.