First Foundation Advisors’s KLA KLAC Stock Holding History

First Foundation 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 Q3	$463K	Buy	2,373 +986	+71%	+$193K	0.02%	253
2026 Q2	$418K	Buy	+1,387	New	+$275K	0.02%	264
2024 Q3	–	Sell	-860	Closed	-$70.9K	–	400
2024 Q2	$70.9K	Sell	860 -340	-28%	-$25.1K	﹤0.01%	388
2024 Q1	$83.8K	Sell	1,200 -50	-4%	-$3.21K	﹤0.01%	387
2023 Q4	$72.7K	Sell	1,250 -4,390	-78%	-$228K	﹤0.01%	402
2023 Q3	$259K	Sell	5,640 -610	-10%	-$29.3K	0.01%	345
2023 Q2	$303K	Sell	6,250 -2,110	-25%	-$88.2K	0.01%	315
2023 Q1	$334K	Buy	8,360 +1,210	+17%	+$47.7K	0.02%	284
2022 Q4	$270K	Buy	+7,150	New	+$249K	0.01%	322

Other funds holding KLAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

First Foundation Advisors's KLAC Position: Q3 2026 in Review

First Foundation Advisors increased its KLA (KLAC) stake by 71% in Q3 2026, buying an estimated $193K and bringing the position to 2,373 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #253.

First Foundation Advisors first reported a position in KLAC in Q4 2022 and has held it in 9 quarters since. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

First Foundation Advisors held 2,373 shares of KLA worth $463K as of Q3 2026.
First Foundation Advisors bought 986 KLA shares in Q3 2026, an estimated $193K.
KLA made up 0.02% of First Foundation Advisors's portfolio in Q3 2026, its #253 holding.
First Foundation Advisors first reported a position in KLA in Q4 2022 and has held it in 9 quarters since.
1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.