RFG - Bristol Wealth Advisors’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$456K Buy
3,366
+24
+0.7% +$3.4K 0.11% 117
2026
Q1
$442K Buy
3,342
+86
+3% +$11.5K 0.12% 111
2025
Q4
$416K Buy
3,256
+170
+6% +$21.2K 0.12% 121
2025
Q3
$353K Sell
3,086
-71
-2% -$7.8K 0.1% 130
2025
Q2
$332K Sell
3,157
-126
-4% -$13.2K 0.1% 136
2025
Q1
$367K Sell
3,283
-1,033
-24% -$120K 0.12% 121
2024
Q4
$456K Buy
+4,316
New +$496K 0.15% 105

Other funds holding PLD

RFG - Bristol Wealth Advisors's PLD Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Prologis (PLD) stake by 0.72% in Q2 2026, buying an estimated $3.4K and bringing the position to 3,366 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #117.

RFG - Bristol Wealth Advisors first reported a position in PLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q4 2024. 1,737 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 3,366 shares of Prologis worth $456K as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 24 Prologis shares in Q2 2026, an estimated $3.4K.
  • Prologis made up 0.11% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Prologis in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's Prologis position peaked at $456K in Q4 2024.
  • 1,737 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.