Allen Capital Group’s KLA KLAC Stock Holding History

Allen Capital Group’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.6M	Sell	54,501 -2,939	-5%	-$577K	0.85%	27
2026 Q2	$17.3M	Sell	57,440 -5,230	-8%	-$1.04M	1.41%	16
2026 Q1	$9.23M	Buy	62,670 +1,430	+2%	+$209K	0.83%	31
2025 Q4	$7.44M	Buy	61,240 +1,060	+2%	+$124K	0.68%	35
2025 Q3	$6.49M	Buy	60,180 +3,510	+6%	+$327K	0.61%	40
2025 Q2	$5.08M	Buy	56,670 +14,990	+36%	+$1.13M	0.52%	47
2025 Q1	$2.83M	Buy	41,680 +7,850	+23%	+$565K	0.32%	70
2024 Q4	$2.13M	Buy	+33,830	New	+$2.29M	0.26%	77
2024 Q3	–	Sell	-2,490	Closed	-$205K	–	228
2024 Q2	$205K	Buy	+2,490	New	+$184K	0.03%	207

Other funds holding KLAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Allen Capital Group's KLAC Position: Q3 2026 in Review

Allen Capital Group reduced its KLA (KLAC) stake by 5.1% in Q3 2026, selling an estimated $577K and leaving 54,501 shares worth $10.6M. The position accounts for 0.85% of the portfolio, ranked #27.

Allen Capital Group first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Allen Capital Group held 54,501 shares of KLA worth $10.6M as of Q3 2026.
Allen Capital Group sold 2,939 KLA shares in Q3 2026, an estimated $577K.
KLA made up 0.85% of Allen Capital Group's portfolio in Q3 2026, its #27 holding.
Allen Capital Group first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
Allen Capital Group's KLA position peaked at $17.3M in Q2 2026.
1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.