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Beacon Financial Group’s KLA KLAC Stock Holding History

Beacon Financial 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
Q2 		$1.55M Sell
5,149
-21
-0.4% -$4.17K 0.14% 144
2026
Q1 		$761K Buy
5,170
+140
+3% +$20.5K 0.08% 189
2025
Q4 		$611K Buy
5,030
+280
+6% +$32.8K 0.06% 213
2025
Q3 		$512K Sell
4,750
-80
-2% -$7.46K 0.05% 229
2025
Q2 		$433K Buy
4,830
+140
+3% +$10.5K 0.05% 240
2025
Q1 		$319K Buy
4,690
+250
+6% +$18K 0.03% 269
2024
Q4 		$280K Sell
4,440
-470
-10% -$31.8K 0.03% 289
2024
Q3 		$380K Buy
4,910
+1,210
+33% +$94.9K 0.04% 252
2024
Q2 		$305K Sell
3,700
-170
-4% -$12.6K 0.03% 262
2024
Q1 		$270K Hold
3,870
– – 0.03% 287
2023
Q4 		$225K Buy
+3,870
New +$201K 0.03% 296

Other funds holding KLAC

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beacon Financial Group's KLAC Position: Q2 2026 in Review

Beacon Financial Group reduced its KLA (KLAC) stake by 0.41% in Q2 2026, selling an estimated $4.17K and leaving 5,149 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #144.

Beacon Financial Group first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Beacon Financial Group held 5,149 shares of KLA worth $1.55M as of Q2 2026.
  • Beacon Financial Group sold 21 KLA shares in Q2 2026, an estimated $4.17K.
  • KLA made up 0.14% of Beacon Financial Group's portfolio in Q2 2026, its #144 holding.
  • Beacon Financial Group first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.