FFA
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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
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 $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

Fi3 Financial Advisors's KLAC Position: Q1 2026 in Review

Fi3 Financial Advisors increased its KLA (KLAC) stake by 5.9% in Q1 2026, buying an estimated $14.6K and bringing the position to 1,800 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #165.

Fi3 Financial Advisors first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Fi3 Financial Advisors held 1,800 shares of KLA worth $265K as of Q1 2026.
  • Fi3 Financial Advisors bought 100 KLA shares in Q1 2026, an estimated $14.6K.
  • KLA made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #165 holding.
  • Fi3 Financial Advisors first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.