Krilogy Financial
KLAC icon

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
Q3 		$2.57M Buy
13,542
+1,506
+13% +$295K 0.07% 215
2026
Q2 		$3.63M Sell
12,036
-304
-2% -$60.3K 0.11% 161
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Krilogy Financial's KLAC Position: Q3 2026 in Review

Krilogy Financial increased its KLA (KLAC) stake by 13% in Q3 2026, buying an estimated $295K and bringing the position to 13,542 shares worth $2.57M. 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 5 quarters since. The position peaked at $3.63M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Krilogy Financial held 13,542 shares of KLA worth $2.57M as of Q3 2026.
  • Krilogy Financial bought 1,506 KLA shares in Q3 2026, an estimated $295K.
  • KLA made up 0.07% of Krilogy Financial's portfolio in Q3 2026, its #215 holding.
  • Krilogy Financial first reported a position in KLA in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's KLA position peaked at $3.63M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.