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Optimist Retirement Group’s Kulicke & Soffa KLIC Stock Holding History

Optimist Retirement Group’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$595K Buy
4,449
+225
+5% +$22K 0.23% 68
2026
Q1 		$278K Buy
+4,224
New +$268K 0.12% 93

Other funds holding KLIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimist Retirement Group's KLIC Position: Q2 2026 in Review

Optimist Retirement Group increased its Kulicke & Soffa (KLIC) stake by 5.3% in Q2 2026, buying an estimated $22K and bringing the position to 4,449 shares worth $595K. The position accounts for 0.23% of the portfolio, ranked #68.

Optimist Retirement Group first reported a position in KLIC in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold KLIC as of Q2 2026.

  • Optimist Retirement Group held 4,449 shares of Kulicke & Soffa worth $595K as of Q2 2026.
  • Optimist Retirement Group bought 225 Kulicke & Soffa shares in Q2 2026, an estimated $22K.
  • Kulicke & Soffa made up 0.23% of Optimist Retirement Group's portfolio in Q2 2026, its #68 holding.
  • Optimist Retirement Group first reported a position in Kulicke & Soffa in Q1 2026 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.