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Zions Bancorporation, National Association’s Sempra SRE Stock Holding History

Zions Bancorporation, National Association’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 		$357K Sell
3,847
-55
-1% -$5.12K 0.02% 300
2026
Q1 		$379K Sell
3,902
-8,779
-69% -$803K 0.02% 280
2025
Q4 		$1.12M Sell
12,681
-2,475
-16% -$225K 0.05% 226
2025
Q3 		$1.36M Buy
15,156
+302
+2% +$24.5K 0.07% 190
2025
Q2 		$1.13M Sell
14,854
-267
-2% -$19.8K 0.06% 214
2025
Q1 		$1.08M Buy
+15,121
New +$1.18M 0.07% 210

Other funds holding SRE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Zions Bancorporation, National Association's SRE Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Sempra (SRE) stake by 1.4% in Q2 2026, selling an estimated $5.12K and leaving 3,847 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #300.

Zions Bancorporation, National Association first reported a position in SRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q3 2025. 540 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Zions Bancorporation, National Association held 3,847 shares of Sempra worth $357K as of Q2 2026.
  • Zions Bancorporation, National Association sold 55 Sempra shares in Q2 2026, an estimated $5.12K.
  • Sempra made up 0.02% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #300 holding.
  • Zions Bancorporation, National Association first reported a position in Sempra in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Sempra position peaked at $1.36M in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.