JSF Financial’s KLA KLAC Stock Holding History

JSF Financial’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	$1.2M	Sell	8,130 -210	-3%	-$30.7K	0.23%	59
2025 Q4	$1.01M	Buy	+8,340	New	+$978K	0.21%	65

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

JSF Financial's KLAC Position: Q1 2026 in Review

JSF Financial reduced its KLA (KLAC) stake by 2.5% in Q1 2026, selling an estimated $30.7K and leaving 8,130 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #59.

JSF Financial first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

JSF Financial held 8,130 shares of KLA worth $1.2M as of Q1 2026.
JSF Financial sold 210 KLA shares in Q1 2026, an estimated $30.7K.
KLA made up 0.23% of JSF Financial's portfolio in Q1 2026, its #59 holding.
JSF Financial first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.