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Patriot Financial Group Insurance Agency’s KLA KLAC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.34M Sell
7,768
-8,272
-52% -$1.64M 0.24% 116
2026
Q1 		$2.36M Buy
16,040
+8,470
+112% +$1.24M 0.13% 188
2025
Q4 		$920K Buy
+7,570
New +$888K 0.11% 218
2024
Q4 		– Sell
-3,700
Closed -$286K – 516
2024
Q3 		$286K Buy
3,700
+810
+28% +$63.6K 0.04% 394
2024
Q2 		$238K Sell
2,890
-100
-3% -$7.39K 0.04% 419
2024
Q1 		$209K Buy
+2,990
New +$192K 0.03% 438
2022
Q3 		– Sell
-170
Closed -$5K – 1239
2022
Q2 		$5K Sell
170
-50
-23% -$1.68K ﹤0.01% 1487
2022
Q1 		$8K Buy
220
+20
+10% +$748 ﹤0.01% 1447
2021
Q4 		$9K Buy
200
+60
+43% +$2.32K ﹤0.01% 1533
2021
Q3 		$5K Buy
140
+50
+56% +$1.67K ﹤0.01% 1696
2021
Q2 		$3K Sell
90
-40
-31% -$1.28K ﹤0.01% 1788
2021
Q1 		$4K Sell
130
-1,040
-89% -$31.3K ﹤0.01% 1626
2020
Q4 		$30K Hold
1,170
– – 0.01% 851
2020
Q3 		$23K Sell
1,170
-80
-6% -$1.58K 0.01% 752
2020
Q2 		$24K Hold
1,250
– – 0.01% 701
2020
Q1 		$18K Sell
1,250
-590
-32% -$9.5K 0.01% 690
2019
Q4 		$33K Buy
1,840
+1,250
+212% +$21K 0.01% 570
2019
Q3 		$9K Buy
590
+370
+168% +$5.17K ﹤0.01% 828
2019
Q2 		$3K Hold
220
– – ﹤0.01% 1045
2019
Q1 		$3K Buy
+220
New +$2.37K ﹤0.01% 951
2018
Q2 		– Sell
-270
Closed -$3K – 776
2018
Q1 		$3K Hold
270
– – ﹤0.01% 825
2017
Q4 		$3K Hold
270
– – ﹤0.01% 821
2017
Q3 		$3K Sell
270
-830
-75% -$7.92K ﹤0.01% 785
2017
Q2 		$11K Buy
+1,100
New +$11K 0.01% 515

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KLAC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its KLA (KLAC) stake by 52% in Q2 2026, selling an estimated $1.64M and leaving 7,768 shares worth $2.34M. The position accounts for 0.24% of the portfolio, ranked #116.

Patriot Financial Group Insurance Agency first reported a position in KLAC in Q2 2017 and has held it in 24 quarters since. The position peaked at $2.36M in Q1 2026. 1,536 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,768 shares of KLA worth $2.34M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,272 KLA shares in Q2 2026, an estimated $1.64M.
  • KLA made up 0.24% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #116 holding.
  • Patriot Financial Group Insurance Agency first reported a position in KLA in Q2 2017 and has held it in 24 quarters since.
  • Patriot Financial Group Insurance Agency's KLA position peaked at $2.36M in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.