Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$214K Buy
+1,450
New +$212K 0.04% 110
2025
Q4
Sell
-1,380
Closed -$256K 123
2025
Q3
$256K Buy
+1,380
New +$129K 0.05% 111

Other funds holding KLAC

Francis Financial's KLAC Position: Q1 2026 in Review

Francis Financial opened a new position in KLA (KLAC) in Q1 2026: 1,450 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings. This is a return to the name: Francis Financial previously reported a position in KLAC as recently as Q3 2025.

Francis Financial first reported a position in KLAC in Q3 2025 and has held it in 2 quarters since. The position peaked at $256K in Q3 2025. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Francis Financial held 1,450 shares of KLA worth $214K as of Q1 2026.
  • KLA was a new Francis Financial position in Q1 2026.
  • KLA made up 0.04% of Francis Financial's portfolio in Q1 2026, its #110 holding.
  • Francis Financial first reported a position in KLA in Q3 2025 and has held it in 2 quarters since.
  • Francis Financial's KLA position peaked at $256K in Q3 2025.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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