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Fi3 Financial Advisors’s KLA KLAC Stock Holding History

Fi3 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
Q2 		$244K Buy
2,658
+858
+48% +$170K 0.06% 202
2026
Q1 		$265K Buy
1,800
+100
+6% +$14.6K 0.08% 165
2025
Q4 		$207K Buy
+1,700
New +$199K 0.06% 181

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 $3.37T AUM 44.26% 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

Fi3 Financial Advisors's KLAC Position: Q2 2026 in Review

Fi3 Financial Advisors increased its KLA (KLAC) stake by 48% in Q2 2026, buying an estimated $170K and bringing the position to 2,658 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #202.

Fi3 Financial Advisors first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Fi3 Financial Advisors held 2,658 shares of KLA worth $244K as of Q2 2026.
  • Fi3 Financial Advisors bought 858 KLA shares in Q2 2026, an estimated $170K.
  • KLA made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #202 holding.
  • Fi3 Financial Advisors first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • Fi3 Financial Advisors's KLA position peaked at $265K in Q1 2026.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.