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Montecito Bank & Trust’s KLA KLAC Stock Holding History

Montecito Bank & 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
Q2 		$3.75M Buy
12,425
+615
+5% +$122K 0.56% 48
2026
Q1 		$1.74M Sell
11,810
-2,940
-20% -$430K 0.29% 80
2025
Q4 		$1.79M Sell
14,750
-4,870
-25% -$571K 0.29% 78
2025
Q3 		$2.12M Buy
+19,620
New +$1.83M 0.33% 70
2025
Q1 		$1.25M Buy
18,430
+500
+3% +$36K 0.22% 105
2024
Q4 		$1.13M Hold
17,930
– – 0.2% 119
2024
Q3 		$1.39M Buy
17,930
+5,610
+46% +$440K 0.24% 95
2024
Q2 		$1.02M Buy
12,320
+2,320
+23% +$171K 0.21% 114
2024
Q1 		$699K Buy
10,000
+3,810
+62% +$245K 0.14% 142
2023
Q4 		$360K Buy
6,190
+250
+4% +$13K 0.08% 200
2023
Q3 		$272K Buy
5,940
+130
+2% +$6.24K 0.06% 211
2023
Q2 		$282K Buy
5,810
+300
+5% +$12.5K 0.06% 209
2023
Q1 		$220K Sell
5,510
-470
-8% -$18.5K 0.05% 221
2022
Q4 		$225K Buy
+5,980
New +$208K 0.05% 229

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Montecito Bank & Trust's KLAC Position: Q2 2026 in Review

Montecito Bank & Trust increased its KLA (KLAC) stake by 5.2% in Q2 2026, buying an estimated $122K and bringing the position to 12,425 shares worth $3.75M. The position accounts for 0.56% of the portfolio, ranked #48.

Montecito Bank & Trust first reported a position in KLAC in Q4 2022 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Montecito Bank & Trust held 12,425 shares of KLA worth $3.75M as of Q2 2026.
  • Montecito Bank & Trust bought 615 KLA shares in Q2 2026, an estimated $122K.
  • KLA made up 0.56% of Montecito Bank & Trust's portfolio in Q2 2026, its #48 holding.
  • Montecito Bank & Trust first reported a position in KLA in Q4 2022 and has held it in 14 quarters since.
  • 481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.