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Greystone Financial Group’s KLA KLAC Stock Holding History

Greystone Financial Group’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 		$456K Sell
1,512
-1,108
-42% -$220K 0.13% 64
2026
Q1 		$386K Sell
2,620
-10,790
-80% -$1.58M 0.11% 65
2025
Q4 		$1.63M Sell
13,410
-250
-2% -$29.3K 0.25% 55
2025
Q3 		$1.47M Sell
13,660
-3,040
-18% -$284K 0.23% 59
2025
Q2 		$1.5M Buy
16,700
+30
+0.2% +$2.26K 0.25% 55
2025
Q1 		$1.13M Buy
16,670
+2,660
+19% +$192K 0.21% 63
2024
Q4 		$883K Buy
14,010
+1,950
+16% +$132K 0.15% 68
2024
Q3 		$934K Buy
12,060
+180
+2% +$14.1K 0.17% 68
2024
Q2 		$980K Buy
11,880
+150
+1% +$11.1K 0.19% 62
2024
Q1 		$819K Buy
11,730
+160
+1% +$10.3K 0.16% 67
2023
Q4 		$673K Sell
11,570
-1,940
-14% -$101K 0.16% 74
2023
Q3 		$620K Sell
13,510
-1,500
-10% -$71.9K 0.15% 73
2023
Q2 		$728K Sell
15,010
-5,060
-25% -$211K 0.17% 70
2023
Q1 		$801K Sell
20,070
-150
-0.7% -$5.91K 0.2% 57
2022
Q4 		$762K Buy
+20,220
New +$705K 0.22% 55
2022
Q3 		– Sell
-219,690
Closed -$7.01M – 77
2022
Q2 		$7.01M Buy
219,690
+11,110
+5% +$374K 2.19% 28
2022
Q1 		$7.63M Buy
208,580
+8,730
+4% +$327K 1.93% 31
2021
Q4 		$8.6M Buy
199,850
+48,630
+32% +$1.88M 2.06% 14
2021
Q3 		$5.06M Sell
151,220
-59,600
-28% -$1.99M 1.5% 40
2021
Q2 		$6.83M Buy
210,820
+2,210
+1% +$70.8K 1.7% 33
2021
Q1 		$6.26M Buy
+208,610
New +$6.29M 1.57% 39

Other funds holding KLAC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greystone Financial Group's KLAC Position: Q2 2026 in Review

Greystone Financial Group reduced its KLA (KLAC) stake by 42% in Q2 2026, selling an estimated $220K and leaving 1,512 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #64.

Greystone Financial Group first reported a position in KLAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.6M in Q4 2021. 1,154 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Greystone Financial Group held 1,512 shares of KLA worth $456K as of Q2 2026.
  • Greystone Financial Group sold 1,108 KLA shares in Q2 2026, an estimated $220K.
  • KLA made up 0.13% of Greystone Financial Group's portfolio in Q2 2026, its #64 holding.
  • Greystone Financial Group first reported a position in KLA in Q1 2021 and has held it in 21 quarters since.
  • Greystone Financial Group's KLA position peaked at $8.6M in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.