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Confluence Wealth Services’s Prologis PLD Stock Holding History

Confluence Wealth Services’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 		$220K Buy
+1,624
New +$230K 0.01% 447
2022
Q2 		– Sell
-1,282
Closed -$207K – 282
2022
Q1 		$207K Hold
1,282
– – 0.07% 237
2021
Q4 		$215K Buy
+1,282
New +$191K 0.07% 220

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Confluence Wealth Services's PLD Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Prologis (PLD) in Q2 2026: 1,624 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in PLD as recently as Q1 2022.

Confluence Wealth Services first reported a position in PLD in Q4 2021 and has held it in 3 quarters since. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Confluence Wealth Services held 1,624 shares of Prologis worth $220K as of Q2 2026.
  • Prologis was a new Confluence Wealth Services position in Q2 2026.
  • Prologis made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #447 holding.
  • Confluence Wealth Services first reported a position in Prologis in Q4 2021 and has held it in 3 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.