UB
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UMB Bank’s Sempra SRE Stock Holding History

UMB Bank’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 		$1.34M Buy
14,422
+39
+0.3% +$3.63K 0.02% 324
2026
Q1 		$1.4M Buy
14,383
+55
+0.4% +$5.03K 0.02% 315
2025
Q4 		$1.27M Buy
14,328
+45
+0.3% +$4.1K 0.02% 324
2025
Q3 		$1.29M Sell
14,283
-66
-0.5% -$5.34K 0.02% 302
2025
Q2 		$1.09M Buy
14,349
+438
+3% +$32.5K 0.02% 310
2025
Q1 		$993K Buy
13,911
+530
+4% +$41.3K 0.02% 326
2024
Q4 		$1.17M Buy
13,381
+374
+3% +$32.7K 0.02% 296
2024
Q3 		$1.09M Buy
13,007
+434
+3% +$34.7K 0.02% 320
2024
Q2 		$956K Sell
12,573
-818
-6% -$60.5K 0.02% 329
2024
Q1 		$962K Sell
13,391
-701
-5% -$50.2K 0.02% 336
2023
Q4 		$1.05M Sell
14,092
-10
-0.1% -$715 0.02% 325
2023
Q3 		$959K Hold
14,102
– – 0.02% 327
2023
Q2 		$1.03M Hold
14,102
– – 0.02% 333
2023
Q1 		$1.07M Sell
14,102
-72
-0.5% -$5.52K 0.02% 323
2022
Q4 		$1.09M Hold
14,174
– – 0.02% 323
2022
Q3 		$1.06M Sell
14,174
-34
-0.2% -$2.75K 0.02% 327
2022
Q2 		$1.07M Sell
14,208
-550
-4% -$44.2K 0.02% 356
2022
Q1 		$1.24M Hold
14,758
– – 0.02% 356
2021
Q4 		$976K Buy
14,758
+48
+0.3% +$3.04K 0.01% 390
2021
Q3 		$931K Buy
14,710
+68
+0.5% +$4.49K 0.02% 243
2021
Q2 		$970K Hold
14,642
– – 0.02% 236
2021
Q1 		$970K Buy
14,642
+48
+0.3% +$2.99K 0.02% 224
2020
Q4 		$930K Sell
14,594
-718
-5% -$46.2K 0.03% 222
2020
Q3 		$898K Hold
15,312
– – 0.03% 212
2020
Q2 		$898K Buy
15,312
+56
+0.4% +$3.44K 0.03% 212
2020
Q1 		$861K Sell
15,256
-2,520
-14% -$179K 0.03% 213
2019
Q4 		$1.35M Buy
17,776
+26
+0.1% +$1.91K 0.04% 195
2019
Q3 		$1.31M Sell
17,750
-5,170
-23% -$362K 0.03% 202
2019
Q2 		$1.57M Buy
22,920
+212
+0.9% +$13.9K 0.04% 191
2019
Q1 		$1.43M Hold
22,708
– – 0.04% 194
2018
Q4 		$1.23M Sell
22,708
-2,560
-10% -$146K 0.04% 192
2018
Q3 		$1.44M Buy
25,268
+8,226
+48% +$476K 0.04% 193
2018
Q2 		$990K Sell
17,042
-248
-1% -$13.6K 0.03% 208
2018
Q1 		$962K Buy
17,290
+518
+3% +$27.9K 0.03% 210
2017
Q4 		$897K Hold
16,772
– – 0.03% 212
2017
Q3 		$957K Sell
16,772
-1,874
-10% -$108K 0.03% 206
2017
Q2 		$1.05M Hold
18,646
– – 0.04% 196
2017
Q1 		$1.03M Hold
18,646
– – 0.04% 192
2016
Q4 		$939K Hold
18,646
– – 0.03% 199
2016
Q3 		$1M Hold
18,646
– – 0.04% 195
2016
Q2 		$1.06M Buy
18,646
+874
+5% +$46.3K 0.04% 190
2016
Q1 		$924K Sell
17,772
-162
-0.9% -$7.8K 0.04% 190
2015
Q4 		$843K Buy
17,934
+162
+0.9% +$8K 0.04% 205
2015
Q3 		$859K Hold
17,772
– – 0.05% 165
2015
Q2 		$880K Buy
17,772
+1,000
+6% +$52.9K 0.04% 178
2015
Q1 		$915K Buy
16,772
+11,000
+191% +$606K 0.04% 179
2014
Q4 		$321K Buy
5,772
+410
+8% +$22.3K 0.01% 241
2014
Q3 		$283K Hold
5,362
– – 0.01% 256
2014
Q2 		$281K Buy
5,362
+62
+1% +$3.08K 0.01% 263
2014
Q1 		$256K Sell
5,300
-200
-4% -$9.3K 0.01% 268
2013
Q4 		$247K Hold
5,500
– – 0.01% 265
2013
Q3 		$235K Hold
5,500
– – 0.01% 266
2013
Q2 		$225K Buy
+5,500
New +$224K 0.01% 260

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

UMB Bank's SRE Position: Q2 2026 in Review

UMB Bank increased its Sempra (SRE) stake by 0.27% in Q2 2026, buying an estimated $3.63K and bringing the position to 14,422 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #324.

UMB Bank first reported a position in SRE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.57M in Q2 2019. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • UMB Bank held 14,422 shares of Sempra worth $1.34M as of Q2 2026.
  • UMB Bank bought 39 Sempra shares in Q2 2026, an estimated $3.63K.
  • Sempra made up 0.02% of UMB Bank's portfolio in Q2 2026, its #324 holding.
  • UMB Bank first reported a position in Sempra in Q2 2013 and has held it in 53 quarters since.
  • UMB Bank's Sempra position peaked at $1.57M in Q2 2019.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.