BFG
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Birch Financial Group’s KLA KLAC Stock Holding History

Birch 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 		$498K Sell
1,650
-80
-5% -$15.9K 0.26% 69
2026
Q1 		$255K Sell
1,730
-30
-2% -$4.39K 0.15% 113
2025
Q4 		$214K Buy
+1,760
New +$206K 0.12% 129

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 $3.38T AUM 44.17% 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

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

Birch Financial Group reduced its KLA (KLAC) stake by 4.6% in Q2 2026, selling an estimated $15.9K and leaving 1,650 shares worth $498K. The position accounts for 0.26% of the portfolio, ranked #69.

Birch Financial Group first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,490 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Birch Financial Group held 1,650 shares of KLA worth $498K as of Q2 2026.
  • Birch Financial Group sold 80 KLA shares in Q2 2026, an estimated $15.9K.
  • KLA made up 0.26% of Birch Financial Group's portfolio in Q2 2026, its #69 holding.
  • Birch Financial Group first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,490 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.