Birch Financial Group
KLAC icon

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
Q3 		$322K Buy
1,654
+4
+0.2% +$785 0.15% 96
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Birch Financial Group's KLAC Position: Q3 2026 in Review

Birch Financial Group increased its KLA (KLAC) stake by 0.24% in Q3 2026, buying an estimated $785 and bringing the position to 1,654 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #96.

Birch Financial Group first reported a position in KLAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $498K in Q2 2026. 1,880 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Birch Financial Group held 1,654 shares of KLA worth $322K as of Q3 2026.
  • Birch Financial Group bought 4 KLA shares in Q3 2026, an estimated $785.
  • KLA made up 0.15% of Birch Financial Group's portfolio in Q3 2026, its #96 holding.
  • Birch Financial Group first reported a position in KLA in Q4 2025 and has held it in 4 quarters since.
  • Birch Financial Group's KLA position peaked at $498K in Q2 2026.
  • 1,880 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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