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Legacy Trust’s KLA KLAC Stock Holding History

Legacy Trust’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 		$2.96M Sell
18,725
-3,435
-16% -$674K 0.5% 51
2026
Q2 		$6.69M Hold
22,160
– – 1.18% 28
2026
Q1 		$3.26M Hold
22,160
– – 0.63% 44
2025
Q4 		$2.69M Hold
22,160
– – 0.5% 48
2025
Q3 		$2.39M Buy
+22,160
New +$2.07M 0.47% 48

Other funds holding KLAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Legacy Trust's KLAC Position: Q3 2026 in Review

Legacy Trust reduced its KLA (KLAC) stake by 16% in Q3 2026, selling an estimated $674K and leaving 18,725 shares worth $2.96M. The position accounts for 0.5% of the portfolio, ranked #51.

Legacy Trust first reported a position in KLAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.69M in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Legacy Trust held 18,725 shares of KLA worth $2.96M as of Q3 2026.
  • Legacy Trust sold 3,435 KLA shares in Q3 2026, an estimated $674K.
  • KLA made up 0.5% of Legacy Trust's portfolio in Q3 2026, its #51 holding.
  • Legacy Trust first reported a position in KLA in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's KLA position peaked at $6.69M in Q2 2026.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.