IFG
KLAC icon

Independent Financial Group’s KLA KLAC Stock Holding History

Independent 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 		$1.09M Buy
3,597
+357
+11% +$70.9K 0.02% 652
2026
Q1 		$477K Sell
3,240
-5,830
-64% -$853K 0.01% 945
2025
Q4 		$1.1M Buy
9,070
+6,180
+214% +$725K 0.02% 584
2025
Q3 		$312K Sell
2,890
-950
-25% -$88.6K 0.01% 1076
2025
Q2 		$344K Hold
3,840
– – 0.01% 958
2025
Q1 		$261K Sell
3,840
-300
-7% -$21.6K 0.01% 989
2024
Q4 		$261K Sell
4,140
-7,350
-64% -$497K 0.01% 954
2024
Q3 		$891K Sell
11,490
-3,540
-24% -$278K 0.03% 475
2024
Q2 		$1.24M Buy
15,030
+6,470
+76% +$478K 0.05% 344
2024
Q1 		$598K Buy
8,560
+700
+9% +$45K 0.03% 523
2023
Q4 		$457K Buy
7,860
+3,040
+63% +$158K 0.02% 578
2023
Q3 		$221K Sell
4,820
-1,240
-20% -$59.5K 0.01% 793
2023
Q2 		$294K Sell
6,060
-490
-7% -$20.5K 0.02% 649
2023
Q1 		$261K Buy
+6,550
New +$258K 0.02% 669
2022
Q1 		– Sell
-5,670
Closed -$244K – 818
2021
Q4 		$244K Sell
5,670
-7,610
-57% -$294K 0.02% 666
2021
Q3 		$444K Buy
13,280
+3,290
+33% +$110K 0.05% 397
2021
Q2 		$324K Buy
9,990
+1,810
+22% +$58K 0.03% 513
2021
Q1 		$270K Sell
8,180
-22,270
-73% -$671K 0.04% 497
2020
Q4 		$788K Buy
30,450
+230
+0.8% +$5.36K 0.12% 200
2020
Q3 		$585K Hold
30,220
– – 0.11% 206
2020
Q2 		$588K Hold
30,220
– – 0.13% 187
2020
Q1 		$434K Buy
+30,220
New +$487K 0.13% 191

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Independent Financial Group increased its KLA (KLAC) stake by 11% in Q2 2026, buying an estimated $70.9K and bringing the position to 3,597 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #652.

Independent Financial Group first reported a position in KLAC in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q2 2024. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Independent Financial Group held 3,597 shares of KLA worth $1.09M as of Q2 2026.
  • Independent Financial Group bought 357 KLA shares in Q2 2026, an estimated $70.9K.
  • KLA made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #652 holding.
  • Independent Financial Group first reported a position in KLA in Q1 2020 and has held it in 22 quarters since.
  • Independent Financial Group's KLA position peaked at $1.24M in Q2 2024.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.