JNBA Financial Advisors’s KLA KLAC Stock Holding History

JNBA Financial Advisors’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 Q1	$2.94K	Hold	20	–	–	﹤0.01%	690
2025 Q4	$2.43K	Buy	+20	New	+$2.35K	﹤0.01%	655
2024 Q2	–	Sell	-30	Closed	-$2.1K	–	658
2024 Q1	$2.1K	Sell	30 -40	-57%	-$2.57K	﹤0.01%	602
2023 Q4	$4.07K	Sell	70 -60	-46%	-$3.12K	﹤0.01%	554
2023 Q3	$5.96K	Buy	130 +60	+86%	+$2.88K	﹤0.01%	521
2023 Q2	$3.4K	Buy	70 +30	+75%	+$1.25K	﹤0.01%	579
2023 Q1	$1.6K	Buy	+40	New	+$1.58K	﹤0.01%	629
2022 Q2	–	Sell	-380	Closed	-$14K	–	733
2022 Q1	$14K	Buy	+380	New	+$14.2K	﹤0.01%	459
2018 Q4	–	Sell	-24,410	Closed	-$248K	–	637
2018 Q3	$248K	Buy	+24,410	New	+$267K	0.11%	112
2016 Q4	–	Sell	-1,680	Closed	-$12K	–	931
2016 Q3	$12K	Buy	+1,680	New	+$12.1K	﹤0.01%	971

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JNBA Financial Advisors's KLAC Position: Q1 2026 in Review

JNBA Financial Advisors held its KLA (KLAC) position steady in Q1 2026 at 20 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

JNBA Financial Advisors first reported a position in KLAC in Q3 2016 and has held it in 10 quarters since. The position peaked at $248K in Q3 2018. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

JNBA Financial Advisors held 20 shares of KLA worth $2.94K as of Q1 2026.
JNBA Financial Advisors left its KLA share count unchanged in Q1 2026.
KLA made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #690 holding.
JNBA Financial Advisors first reported a position in KLA in Q3 2016 and has held it in 10 quarters since.
JNBA Financial Advisors's KLA position peaked at $248K in Q3 2018.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.