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Alpine Bank Wealth Management’s KLA KLAC Stock Holding History

Alpine Bank Wealth Management’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
Q2 		$126K Buy
+418
New +$83K 0.02% 200
2025
Q4 		– Sell
-550
Closed -$59.3K – 287
2025
Q3 		$59.3K Buy
550
+30
+6% +$2.8K 0.01% 228
2025
Q2 		$46.6K Hold
520
– – 0.01% 242
2025
Q1 		$35.4K Buy
+520
New +$37.5K 0.01% 248
2024
Q3 		$72K Buy
+930
New +$73K 0.01% 223

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Alpine Bank Wealth Management's KLAC Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 418 shares worth $126K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in KLAC as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 5 quarters since. 1,541 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Alpine Bank Wealth Management held 418 shares of KLA worth $126K as of Q2 2026.
  • KLA was a new Alpine Bank Wealth Management position in Q2 2026.
  • KLA made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Alpine Bank Wealth Management first reported a position in KLA in Q3 2024 and has held it in 5 quarters since.
  • 1,541 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.