BFC Planning, Inc.’s KLA KLAC Stock Holding History

BFC Planning, Inc.’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	$6.35M	Sell	21,032 -1,098	-5%	-$218K	0.26%	80
2026 Q1	$3.26M	Buy	22,130 +2,750	+14%	+$402K	0.15%	144
2025 Q4	$2.35M	Sell	19,380 -1,600	-8%	-$188K	0.1%	187
2025 Q3	$2.26M	Sell	20,980 -890	-4%	-$83K	0.16%	111
2025 Q2	$1.96M	Buy	21,870 +300	+1%	+$22.6K	0.15%	128
2025 Q1	$1.47M	Sell	21,570 -50	-0.2%	-$3.6K	0.13%	157
2024 Q4	$1.36M	Buy	+21,620	New	+$1.46M	0.11%	162

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BFC Planning, Inc.'s KLAC Position: Q2 2026 in Review

BFC Planning, Inc. reduced its KLA (KLAC) stake by 5% in Q2 2026, selling an estimated $218K and leaving 21,032 shares worth $6.35M. The position accounts for 0.26% of the portfolio, ranked #80.

BFC Planning, Inc. first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 2,499 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

BFC Planning, Inc. held 21,032 shares of KLA worth $6.35M as of Q2 2026.
BFC Planning, Inc. sold 1,098 KLA shares in Q2 2026, an estimated $218K.
KLA made up 0.26% of BFC Planning, Inc.'s portfolio in Q2 2026, its #80 holding.
BFC Planning, Inc. first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
2,499 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.