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True Link Financial Advisors’s Sempra SRE Stock Holding History

True Link 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 		– Sell
-145
Closed -$14.1K – 354
2026
Q1 		$14.1K Buy
+145
New +$13.3K ﹤0.01% 306
2022
Q1 		– Sell
-902
Closed -$60K – 258
2021
Q4 		$60K Buy
+902
New +$57.2K 0.01% 446

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

True Link Financial Advisors's SRE Position: Q2 2026 in Review

True Link Financial Advisors sold out of Sempra (SRE) in Q2 2026, closing a stake of 145 shares — an estimated $14.1K sold.

True Link Financial Advisors first reported a position in SRE in Q4 2021 and held it in 2 quarters. The position peaked at $60K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • True Link Financial Advisors reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 145 Sempra shares in Q2 2026, an estimated $14.1K.
  • True Link Financial Advisors first reported a position in Sempra in Q4 2021 and held it in 2 quarters.
  • True Link Financial Advisors's Sempra position peaked at $60K in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.