BFS
PLD icon

Beacon Financial Strategies’s Prologis PLD Stock Holding History

Beacon Financial Strategies’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.7K Sell
286
-24
-8% -$3.4K 0.02% 111
2026
Q1 		$41K Hold
310
– – 0.02% 82
2025
Q4 		$39.6K Buy
+310
New +$38.6K 0.02% 87

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Beacon Financial Strategies's PLD Position: Q2 2026 in Review

Beacon Financial Strategies reduced its Prologis (PLD) stake by 7.7% in Q2 2026, selling an estimated $3.4K and leaving 286 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #111.

Beacon Financial Strategies first reported a position in PLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $41K in Q1 2026. 237 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Beacon Financial Strategies held 286 shares of Prologis worth $38.7K as of Q2 2026.
  • Beacon Financial Strategies sold 24 Prologis shares in Q2 2026, an estimated $3.4K.
  • Prologis made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #111 holding.
  • Beacon Financial Strategies first reported a position in Prologis in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Prologis position peaked at $41K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.