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Synergy Financial Group’s Prologis PLD Stock Holding History

Synergy Financial Group’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 		$339K Sell
2,499
-1,359
-35% -$193K 0.24% 77
2026
Q1 		$510K Buy
3,858
+596
+18% +$79.6K 0.38% 56
2025
Q4 		$416K Buy
3,262
+65
+2% +$8.1K 0.29% 66
2025
Q3 		$366K Buy
3,197
+242
+8% +$26.6K 0.25% 68
2025
Q2 		$311K Buy
2,955
+7
+0.2% +$734 0.23% 82
2025
Q1 		$330K Buy
+2,948
New +$341K 0.3% 71

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

Synergy Financial Group's PLD Position: Q2 2026 in Review

Synergy Financial Group reduced its Prologis (PLD) stake by 35% in Q2 2026, selling an estimated $193K and leaving 2,499 shares worth $339K. The position accounts for 0.24% of the portfolio, ranked #77.

Synergy Financial Group first reported a position in PLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $510K in Q1 2026. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Synergy Financial Group held 2,499 shares of Prologis worth $339K as of Q2 2026.
  • Synergy Financial Group sold 1,359 Prologis shares in Q2 2026, an estimated $193K.
  • Prologis made up 0.24% of Synergy Financial Group's portfolio in Q2 2026, its #77 holding.
  • Synergy Financial Group first reported a position in Prologis in Q1 2025 and has held it in 6 quarters since.
  • Synergy Financial Group's Prologis position peaked at $510K in Q1 2026.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.