Global Financial Private Client’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$370K Buy
+1,225
New +$243K 0.1% 193
2025
Q2
Sell
-940
Closed -$63.9K 941
2025
Q1
$63.9K Buy
940
+480
+104% +$34.6K 0.02% 311
2024
Q4
$29K Buy
460
+20
+5% +$1.35K 0.01% 378
2024
Q3
$34.1K Buy
440
+410
+1,367% +$32.2K 0.01% 357
2024
Q2
$2.47K Hold
30
﹤0.01% 558
2024
Q1
$2.13K Hold
30
﹤0.01% 587
2023
Q4
$1.74K Hold
30
﹤0.01% 593
2023
Q3
$1.38K Hold
30
﹤0.01% 599
2023
Q2
$1.45K Hold
30
﹤0.01% 596
2023
Q1
$1.2K Hold
30
﹤0.01% 612
2022
Q4
$1.13K Hold
30
﹤0.01% 604
2022
Q3
$950 Hold
30
﹤0.01% 583
2022
Q2
$889 Hold
30
﹤0.01% 575
2022
Q1
$1.08K Hold
30
﹤0.01% 575
2021
Q4
$1.29K Hold
30
﹤0.01% 554
2021
Q3
$1K Hold
30
﹤0.01% 528
2021
Q2
$935 Hold
30
﹤0.01% 540
2021
Q1
$1.04K Hold
30
﹤0.01% 499
2020
Q4
$777 Buy
+30
New +$699 ﹤0.01% 503

Other funds holding KLAC

Global Financial Private Client's KLAC Position: Q2 2026 in Review

Global Financial Private Client opened a new position in KLA (KLAC) in Q2 2026: 1,225 shares worth $370K. The stake represents 0.1% of the portfolio and ranks #193 among its holdings. This is a return to the name: Global Financial Private Client previously reported a position in KLAC as recently as Q1 2025.

Global Financial Private Client first reported a position in KLAC in Q4 2020 and has held it in 19 quarters since. 601 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Global Financial Private Client held 1,225 shares of KLA worth $370K as of Q2 2026.
  • KLA was a new Global Financial Private Client position in Q2 2026.
  • KLA made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #193 holding.
  • Global Financial Private Client first reported a position in KLA in Q4 2020 and has held it in 19 quarters since.
  • 601 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.