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Pinnacle Wealth Planning Services’s Kulicke & Soffa KLIC Stock Holding History

Pinnacle Wealth Planning Services’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 		$201K Buy
1,501
+6
+0.4% +$588 0.02% 520
2026
Q1 		$98.3K Buy
1,495
+38
+3% +$2.41K 0.01% 809
2025
Q4 		$66.4K Buy
+1,457
New +$61.6K 0.01% 1015
2021
Q1 		– Sell
-128
Closed -$4K – 1189
2020
Q4 		$4K Buy
+128
New +$3.73K ﹤0.01% 1735

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

Pinnacle Wealth Planning Services's KLIC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Kulicke & Soffa (KLIC) stake by 0.4% in Q2 2026, buying an estimated $588 and bringing the position to 1,501 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #520.

Pinnacle Wealth Planning Services first reported a position in KLIC in Q4 2020 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold KLIC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,501 shares of Kulicke & Soffa worth $201K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 Kulicke & Soffa shares in Q2 2026, an estimated $588.
  • Kulicke & Soffa made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #520 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kulicke & Soffa in Q4 2020 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.