KF
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Krilogy Financial’s KLA KLAC Stock Holding History

Krilogy 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 		$2.14M Buy
12,340
+5,230
+74% +$765K 0.07% 215
2025
Q4 		$1.1M Buy
7,110
+2,030
+40% +$238K 0.04% 337
2025
Q3 		$624K Buy
+5,080
New +$474K 0.02% 457

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Krilogy Financial's KLAC Position: Q1 2026 in Review

Krilogy Financial increased its KLA (KLAC) stake by 74% in Q1 2026, buying an estimated $765K and bringing the position to 12,340 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #215.

Krilogy Financial first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Krilogy Financial held 12,340 shares of KLA worth $2.14M as of Q1 2026.
  • Krilogy Financial bought 5,230 KLA shares in Q1 2026, an estimated $765K.
  • KLA made up 0.07% of Krilogy Financial's portfolio in Q1 2026, its #215 holding.
  • Krilogy Financial first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.