Key Financial Inc
PLD icon

Key Financial Inc’s Prologis PLD Stock Holding History

Key Financial Inc’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
Q3 		$68.9K Buy
531
+127
+31% +$17.8K 0.01% 478
2026
Q2 		$54.7K Hold
404
– – 0.01% 517
2026
Q1 		$53.4K Hold
404
– – 0.01% 517
2025
Q4 		$51.6K Hold
404
– – 0.01% 510
2025
Q3 		$47.1K Sell
404
-11
-3% -$1.21K 0.01% 534
2025
Q2 		$43.6K Sell
415
-515
-55% -$54K 0.01% 525
2025
Q1 		$104K Sell
930
-75
-7% -$8.68K 0.02% 353
2024
Q4 		$106K Hold
1,005
– – 0.02% 339
2024
Q3 		$127K Buy
1,005
+11
+1% +$1.36K 0.03% 313
2024
Q2 		$112K Buy
994
+830
+506% +$91.9K 0.03% 322
2024
Q1 		$21.4K Hold
164
– – 0.01% 595
2023
Q4 		$21.9K Hold
164
– – 0.01% 569
2023
Q3 		$18.4K Sell
164
-47
-22% -$5.75K 0.01% 583
2023
Q2 		$25.9K Buy
211
+63
+43% +$7.75K 0.01% 525
2023
Q1 		$18.5K Hold
148
– – 0.01% 563
2022
Q4 		$15K Hold
148
– – 0.01% 542
2022
Q3 		$15K Buy
148
+48
+48% +$5.95K 0.01% 552
2022
Q2 		$12K Buy
100
+75
+300% +$10.4K 0.01% 592
2022
Q1 		$4K Hold
25
– – ﹤0.01% 837
2021
Q4 		$4K Hold
25
– – ﹤0.01% 751
2021
Q3 		$3K Hold
25
– – ﹤0.01% 772
2021
Q2 		$3K Hold
25
– – ﹤0.01% 744
2021
Q1 		$3K Buy
+25
New +$2.55K ﹤0.01% 658

Other funds holding PLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Financial Inc's PLD Position: Q3 2026 in Review

Key Financial Inc increased its Prologis (PLD) stake by 31% in Q3 2026, buying an estimated $17.8K and bringing the position to 531 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #478.

Key Financial Inc first reported a position in PLD in Q1 2021 and has held it in 23 quarters since. The position peaked at $127K in Q3 2024. 1,089 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Key Financial Inc held 531 shares of Prologis worth $68.9K as of Q3 2026.
  • Key Financial Inc bought 127 Prologis shares in Q3 2026, an estimated $17.8K.
  • Prologis made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #478 holding.
  • Key Financial Inc first reported a position in Prologis in Q1 2021 and has held it in 23 quarters since.
  • Key Financial Inc's Prologis position peaked at $127K in Q3 2024.
  • 1,089 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.