Howard Financial Services
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Howard Financial Services’s KLA KLAC Stock Holding History

Howard Financial Services’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 		$337K Buy
1,728
+367
+27% +$72K 0.04% 169
2026
Q2 		$411K Buy
+1,361
New +$270K 0.04% 146

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UHLMANN PRICE SECURITIES
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Howard Financial Services's KLAC Position: Q3 2026 in Review

Howard Financial Services increased its KLA (KLAC) stake by 27% in Q3 2026, buying an estimated $72K and bringing the position to 1,728 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #169.

Howard Financial Services first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $411K in Q2 2026. 1,336 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Howard Financial Services held 1,728 shares of KLA worth $337K as of Q3 2026.
  • Howard Financial Services bought 367 KLA shares in Q3 2026, an estimated $72K.
  • KLA made up 0.04% of Howard Financial Services's portfolio in Q3 2026, its #169 holding.
  • Howard Financial Services first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • Howard Financial Services's KLA position peaked at $411K in Q2 2026.
  • 1,336 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.