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Phoenix Financial’s KLA KLAC Stock Holding History

Phoenix Financial’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
Q1 		$3.1M Buy
21,040
+6,210
+42% +$909K 0.03% 146
2025
Q4 		$1.81M Buy
14,830
+1,570
+12% +$184K 0.02% 184
2025
Q3 		$1.43M Buy
13,260
+660
+5% +$61.6K 0.02% 209
2025
Q2 		$1.13M Buy
12,600
+810
+7% +$60.9K 0.01% 223
2025
Q1 		$804K Sell
11,790
-4,180
-26% -$301K 0.01% 226
2024
Q4 		$1.01M Sell
15,970
-580
-4% -$39.2K 0.01% 220
2024
Q3 		$1.28M Buy
16,550
+2,330
+16% +$183K 0.02% 208
2024
Q2 		$1.16M Buy
14,220
+3,330
+31% +$246K 0.02% 206
2024
Q1 		$759K Sell
10,890
-66,330
-86% -$4.26M 0.01% 240
2023
Q4 		$4.64M Sell
77,220
-4,340
-5% -$226K 0.08% 121
2023
Q3 		$3.74M Buy
81,560
+4,200
+5% +$201K 0.07% 129
2023
Q2 		$3.74M Buy
77,360
+4,970
+7% +$208K 0.08% 110
2023
Q1 		$2.88M Buy
72,390
+9,220
+15% +$363K 0.06% 127
2022
Q4 		$2.39M Buy
63,170
+2,710
+4% +$94.4K 0.05% 126
2022
Q3 		$1.85M Sell
60,460
-527,710
-90% -$18.3M 0.04% 156
2022
Q2 		$18.8M Sell
588,170
-76,900
-12% -$2.59M 0.38% 67
2022
Q1 		$24.4M Buy
665,070
+427,370
+180% +$16M 0.41% 67
2021
Q4 		$10.2M Buy
+237,700
New +$9.17M 0.17% 101
2020
Q2 		– Sell
-65,220
Closed -$909K – 339
2020
Q1 		$909K Buy
+65,220
New +$1.05M 0.05% 214

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Phoenix Financial's KLAC Position: Q1 2026 in Review

Phoenix Financial increased its KLA (KLAC) stake by 42% in Q1 2026, buying an estimated $909K and bringing the position to 21,040 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #146.

Phoenix Financial first reported a position in KLAC in Q1 2020 and has held it in 19 quarters since. The position peaked at $24.4M in Q1 2022. 2,068 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Phoenix Financial held 21,040 shares of KLA worth $3.1M as of Q1 2026.
  • Phoenix Financial bought 6,210 KLA shares in Q1 2026, an estimated $909K.
  • KLA made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #146 holding.
  • Phoenix Financial first reported a position in KLA in Q1 2020 and has held it in 19 quarters since.
  • Phoenix Financial's KLA position peaked at $24.4M in Q1 2022.
  • 2,068 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.