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Clayton Financial Group’s KLA KLAC Stock Holding History

Clayton 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 		– Sell
-90
Closed -$13.3K – 344
2026
Q1 		$13.3K Hold
90
– – 0.01% 216
2025
Q4 		$10.9K Buy
+90
New +$10.6K 0.01% 224

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Clayton Financial Group sold out of KLA (KLAC) in Q2 2026, closing a stake of 90 shares — an estimated $13.3K sold.

Clayton Financial Group first reported a position in KLAC in Q4 2025 and held it in 2 quarters. The position peaked at $13.3K in Q1 2026. 1,054 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Clayton Financial Group reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 90 KLA shares in Q2 2026, an estimated $13.3K.
  • Clayton Financial Group first reported a position in KLA in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's KLA position peaked at $13.3K in Q1 2026.
  • 1,054 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.