Krilogy Financial
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Krilogy Financial’s Onto Innovation ONTO Stock Holding History

Krilogy Financial’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$625K Sell
2,285
-330
-13% -$94.4K 0.02% 586
2026
Q2 		$990K Sell
2,615
-154
-6% -$43.6K 0.03% 404
2026
Q1 		$740K Buy
2,769
+15
+0.5% +$3.07K 0.02% 455
2025
Q4 		$569K Buy
+2,754
New +$391K 0.02% 523

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Thrivent Financial for Lutherans
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Pictet Asset Management
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Phoenix Financial
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Allspring Global Investments
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Bank of New York Mellon
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Krilogy Financial's ONTO Position: Q3 2026 in Review

Krilogy Financial reduced its Onto Innovation (ONTO) stake by 13% in Q3 2026, selling an estimated $94.4K and leaving 2,285 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #586.

Krilogy Financial first reported a position in ONTO in Q4 2025 and has held it in 4 quarters since. The position peaked at $990K in Q2 2026. 307 funds tracked by Wall St. Rank hold ONTO as of Q3 2026.

  • Krilogy Financial held 2,285 shares of Onto Innovation worth $625K as of Q3 2026.
  • Krilogy Financial sold 330 Onto Innovation shares in Q3 2026, an estimated $94.4K.
  • Onto Innovation made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #586 holding.
  • Krilogy Financial first reported a position in Onto Innovation in Q4 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Onto Innovation position peaked at $990K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2026.

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