SYM Financial Corp’s Sempra SRE Stock Holding History

SYM Financial Corp’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	$210K	Buy	+2,262	New	+$210K	0.02%	363

Other funds holding SRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SYM Financial Corp's SRE Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Sempra (SRE) in Q2 2026: 2,262 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings.

1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

SYM Financial Corp held 2,262 shares of Sempra worth $210K as of Q2 2026.
Sempra was a new SYM Financial Corp position in Q2 2026.
Sempra made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #363 holding.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.