Cetera Trust Company’s KLA KLAC Stock Holding History

Cetera Trust Company’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	$40.9K	Hold	210	–	–	0.02%	230
2026 Q2	$63.4K	Hold	210	–	–	0.03%	217
2026 Q1	$30.9K	Hold	210	–	–	0.02%	239
2025 Q4	$25.5K	Hold	210	–	–	0.01%	243
2025 Q3	$22.7K	Hold	210	–	–	0.01%	247
2025 Q2	$18.8K	Hold	210	–	–	0.01%	255
2025 Q1	$14.3K	Hold	210	–	–	0.01%	262
2024 Q4	$13.2K	Hold	210	–	–	0.01%	271
2024 Q3	$16.3K	Hold	210	–	–	0.01%	266
2024 Q2	$17.3K	Hold	210	–	–	0.01%	265
2024 Q1	$14.7K	Hold	210	–	–	0.01%	277
2023 Q4	$12.2K	Buy	+210	New	+$10.9K	0.01%	278

Other funds holding KLAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Cetera Trust Company's KLAC Position: Q3 2026 in Review

Cetera Trust Company held its KLA (KLAC) position steady in Q3 2026 at 210 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #230.

Cetera Trust Company first reported a position in KLAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $63.4K in Q2 2026. 1,755 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Cetera Trust Company held 210 shares of KLA worth $40.9K as of Q3 2026.
Cetera Trust Company left its KLA share count unchanged in Q3 2026.
KLA made up 0.02% of Cetera Trust Company's portfolio in Q3 2026, its #230 holding.
Cetera Trust Company first reported a position in KLA in Q4 2023 and has held it in 12 quarters since.
Cetera Trust Company's KLA position peaked at $63.4K in Q2 2026.
1,755 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.