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 Q2	$15.1K	Buy	50 +30	+150%	+$5.96K	﹤0.01%	468
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JNBA Financial Advisors's KLAC Position: Q2 2026 in Review

JNBA Financial Advisors increased its KLA (KLAC) stake by 150% in Q2 2026, buying an estimated $5.96K and bringing the position to 50 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

JNBA Financial Advisors first reported a position in KLAC in Q3 2016 and has held it in 11 quarters since. The position peaked at $248K in Q3 2018. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

JNBA Financial Advisors held 50 shares of KLA worth $15.1K as of Q2 2026.
JNBA Financial Advisors bought 30 KLA shares in Q2 2026, an estimated $5.96K.
KLA made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #468 holding.
JNBA Financial Advisors first reported a position in KLA in Q3 2016 and has held it in 11 quarters since.
JNBA Financial Advisors's KLA position peaked at $248K in Q3 2018.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.