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Brown Financial Advisors’s KLA KLAC Stock Holding History

Brown Financial Advisors’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
Q1 		$362K Sell
2,460
-1,070
-30% -$157K 0.14% 135
2025
Q4 		$429K Buy
+3,530
New +$414K 0.16% 132

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Brown Financial Advisors's KLAC Position: Q1 2026 in Review

Brown Financial Advisors reduced its KLA (KLAC) stake by 30% in Q1 2026, selling an estimated $157K and leaving 2,460 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #135.

Brown Financial Advisors first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. The position peaked at $429K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Brown Financial Advisors held 2,460 shares of KLA worth $362K as of Q1 2026.
  • Brown Financial Advisors sold 1,070 KLA shares in Q1 2026, an estimated $157K.
  • KLA made up 0.14% of Brown Financial Advisors's portfolio in Q1 2026, its #135 holding.
  • Brown Financial Advisors first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
  • Brown Financial Advisors's KLA position peaked at $429K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.