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Patriot Financial Group Insurance Agency’s Prologis PLD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.1M Buy
8,116
+4,488
+124% +$636K 0.11% 208
2026
Q1 		$480K Buy
+3,628
New +$485K 0.03% 455
2025
Q3 		– Sell
-4,719
Closed -$496K – 563
2025
Q2 		$496K Buy
4,719
+126
+3% +$13.2K 0.06% 314
2025
Q1 		$513K Buy
4,593
+243
+6% +$28.1K 0.07% 288
2024
Q4 		$460K Sell
4,350
-168
-4% -$19.3K 0.06% 294
2024
Q3 		$571K Buy
4,518
+345
+8% +$42.8K 0.08% 271
2024
Q2 		$469K Sell
4,173
-850
-17% -$94.2K 0.07% 281
2024
Q1 		$654K Buy
5,023
+77
+2% +$10.1K 0.1% 219
2023
Q4 		$659K Sell
4,946
-222
-4% -$25.2K 0.12% 204
2023
Q3 		$580K Buy
5,168
+972
+23% +$119K 0.12% 203
2023
Q2 		$514K Buy
4,196
+18
+0.4% +$2.21K 0.1% 239
2023
Q1 		$521K Buy
4,178
+254
+6% +$31.2K 0.11% 217
2022
Q4 		$442K Buy
3,924
+354
+10% +$39.2K 0.06% 231
2022
Q3 		$363K Buy
3,570
+86
+2% +$10.7K 0.09% 254
2022
Q2 		$410K Buy
3,484
+29
+0.8% +$4.01K 0.08% 237
2022
Q1 		$558K Sell
3,455
-293
-8% -$44.7K 0.1% 219
2021
Q4 		$631K Sell
3,748
-88
-2% -$13.1K 0.1% 200
2021
Q3 		$481K Sell
3,836
-142
-4% -$18.4K 0.09% 241
2021
Q2 		$475K Sell
3,978
-299
-7% -$35K 0.09% 239
2021
Q1 		$453K Buy
4,277
+1
+0% +$102 0.1% 209
2020
Q4 		$426K Sell
4,276
-212
-5% -$21.4K 0.11% 203
2020
Q3 		$452K Sell
4,488
-294
-6% -$29.5K 0.15% 151
2020
Q2 		$446K Sell
4,782
-340
-7% -$30.3K 0.17% 132
2020
Q1 		$412K Sell
5,122
-482
-9% -$42.1K 0.19% 111
2019
Q4 		$500K Buy
5,604
+496
+10% +$44K 0.19% 112
2019
Q3 		$435K Buy
5,108
+287
+6% +$23.7K 0.2% 106
2019
Q2 		$393K Buy
4,821
+4,704
+4,021% +$358K 0.17% 105
2019
Q1 		$8K Buy
+117
New +$7.98K ﹤0.01% 754

Other funds holding PLD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PLD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its Prologis (PLD) stake by 124% in Q2 2026, buying an estimated $636K and bringing the position to 8,116 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #208.

Patriot Financial Group Insurance Agency first reported a position in PLD in Q1 2019 and has held it in 28 quarters since. 749 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 8,116 shares of Prologis worth $1.1M as of Q2 2026.
  • Patriot Financial Group Insurance Agency bought 4,488 Prologis shares in Q2 2026, an estimated $636K.
  • Prologis made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #208 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Prologis in Q1 2019 and has held it in 28 quarters since.
  • 749 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.