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Symphony Financial’s Prologis PLD Stock Holding History

Symphony Financial’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 		$438K Buy
3,173
+1,209
+62% +$171K 0.05% 213
2026
Q1 		$258K Buy
+1,964
New +$262K 0.03% 259
2021
Q1 		– Sell
-4,537
Closed -$436K – 199
2020
Q4 		$436K Buy
4,537
+107
+2% +$10.8K 0.16% 102
2020
Q3 		$446K Buy
4,430
+79
+2% +$7.91K 0.18% 85
2020
Q2 		$406K Buy
+4,351
New +$388K 0.2% 91

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

Symphony Financial's PLD Position: Q2 2026 in Review

Symphony Financial increased its Prologis (PLD) stake by 62% in Q2 2026, buying an estimated $171K and bringing the position to 3,173 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #213.

Symphony Financial first reported a position in PLD in Q2 2020 and has held it in 5 quarters since. The position peaked at $446K in Q3 2020. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Symphony Financial held 3,173 shares of Prologis worth $438K as of Q2 2026.
  • Symphony Financial bought 1,209 Prologis shares in Q2 2026, an estimated $171K.
  • Prologis made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #213 holding.
  • Symphony Financial first reported a position in Prologis in Q2 2020 and has held it in 5 quarters since.
  • Symphony Financial's Prologis position peaked at $446K in Q3 2020.
  • 1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.