Key Financial Inc’s KLA KLAC Stock Holding History

Key Financial Inc’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 Q3	$242K	Buy	1,242 +22	+2%	+$4.32K	0.04%	279
2026 Q2	$368K	Hold	1,220	–	–	0.06%	222
2026 Q1	$180K	Sell	1,220 -120	-9%	-$17.6K	0.03%	307
2025 Q4	$163K	Hold	1,340	–	–	0.03%	325
2025 Q3	$151K	Hold	1,340	–	–	0.03%	334
2025 Q2	$120K	Buy	1,340 +120	+10%	+$9.03K	0.02%	347
2025 Q1	$82.9K	Buy	1,220 +500	+69%	+$36K	0.02%	395
2024 Q4	$45.4K	Hold	720	–	–	0.01%	494
2024 Q3	$55.8K	Hold	720	–	–	0.01%	463
2024 Q2	$59.4K	Hold	720	–	–	0.01%	433
2024 Q1	$50.3K	Hold	720	–	–	0.01%	441
2023 Q4	$41.9K	Hold	720	–	–	0.01%	457
2023 Q3	$33K	Hold	720	–	–	0.01%	476
2023 Q2	$34.9K	Buy	720 +140	+24%	+$5.85K	0.01%	468
2023 Q1	$23.2K	Hold	580	–	–	0.01%	517
2022 Q4	$17.6K	Hold	580	–	–	0.01%	516
2022 Q3	$18K	Hold	580	–	–	0.01%	517
2022 Q2	$17K	Hold	580	–	–	0.01%	531
2022 Q1	$21K	Hold	580	–	–	0.01%	493
2021 Q4	$25K	Hold	580	–	–	0.01%	450
2021 Q3	$19K	Buy	580 +40	+7%	+$1.34K	0.01%	479
2021 Q2	$19K	Buy	+540	New	+$17.3K	0.01%	476

Other funds holding KLAC

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Key Financial Inc's KLAC Position: Q3 2026 in Review

Key Financial Inc increased its KLA (KLAC) stake by 1.8% in Q3 2026, buying an estimated $4.32K and bringing the position to 1,242 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #279.

Key Financial Inc first reported a position in KLAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $368K in Q2 2026. 1,217 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Key Financial Inc held 1,242 shares of KLA worth $242K as of Q3 2026.
Key Financial Inc bought 22 KLA shares in Q3 2026, an estimated $4.32K.
KLA made up 0.04% of Key Financial Inc's portfolio in Q3 2026, its #279 holding.
Key Financial Inc first reported a position in KLA in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's KLA position peaked at $368K in Q2 2026.
1,217 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.