Jones Financial Companies
KLAC icon

Jones Financial Companies’s KLA KLAC Stock Holding History

Jones Financial Companies’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 		$430M Buy
1,730,199
+514,399
+42% +$102M 0.17% 62
2026
Q1 		$175M Buy
1,215,800
+1,161,330
+2,132% +$170M 0.08% 120
2025
Q4 		$6.62M Buy
54,470
+2,990
+6% +$351K ﹤0.01% 556
2025
Q3 		$5.48M Buy
51,480
+13,610
+36% +$1.27M ﹤0.01% 546
2025
Q2 		$3.37M Buy
37,870
+11,070
+41% +$833K ﹤0.01% 607
2025
Q1 		$1.81M Buy
26,800
+8,940
+50% +$644K ﹤0.01% 682
2024
Q4 		$1.13M Buy
17,860
+5,520
+45% +$373K ﹤0.01% 714
2024
Q3 		$965K Buy
12,340
+5,490
+80% +$431K ﹤0.01% 621
2024
Q2 		$565K Buy
6,850
+5,910
+629% +$437K ﹤0.01% 529
2024
Q1 		$65.7K Buy
940
+300
+47% +$19.3K ﹤0.01% 683
2023
Q4 		$37.2K Buy
640
+610
+2,033% +$31.8K ﹤0.01% 513
2023
Q3 		$1.38K Buy
+30
New +$1.44K ﹤0.01% 602
2023
Q1 		– Sell
-10
Closed – – 676
2022
Q4 		$0 Buy
+10
New +$349 ﹤0.01% 749
2022
Q1 		– Sell
-280
Closed -$12K – 773
2021
Q4 		$12K Buy
+280
New +$10.8K ﹤0.01% 534
2021
Q2 		– Sell
-1,050
Closed -$35K – 720
2021
Q1 		$35K Buy
+1,050
New +$31.6K ﹤0.01% 397
2013
Q4 		– Sell
-4,500
Closed -$27K – 399
2013
Q3 		$27K Hold
4,500
– – ﹤0.01% 387
2013
Q2 		$25K Buy
+4,500
New +$24.6K ﹤0.01% 425

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

Jones Financial Companies's KLAC Position: Q2 2026 in Review

Jones Financial Companies increased its KLA (KLAC) stake by 42% in Q2 2026, buying an estimated $102M and bringing the position to 1,730,199 shares worth $430M. The position accounts for 0.17% of the portfolio, ranked #62.

Jones Financial Companies first reported a position in KLAC in Q2 2013 and has held it in 17 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Jones Financial Companies held 1,730,199 shares of KLA worth $430M as of Q2 2026.
  • Jones Financial Companies bought 514,399 KLA shares in Q2 2026, an estimated $102M.
  • KLA made up 0.17% of Jones Financial Companies's portfolio in Q2 2026, its #62 holding.
  • Jones Financial Companies first reported a position in KLA in Q2 2013 and has held it in 17 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.