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Resurgent Financial Advisors’s KLA KLAC Stock Holding History

Resurgent Financial Advisors’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 		$362K Buy
+1,200
New +$238K 0.1% 203
2024
Q1 		– Sell
-570
Closed -$33.1K – 351
2023
Q4 		$33.1K Buy
570
+90
+19% +$4.68K 0.02% 412
2023
Q3 		$22K Sell
480
-180
-27% -$8.63K 0.02% 466
2023
Q2 		$32K Buy
660
+10
+2% +$418 0.02% 415
2023
Q1 		$25.9K Sell
650
-20
-3% -$788 0.02% 438
2022
Q4 		$25.3K Buy
+670
New +$23.4K 0.01% 574

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Resurgent Financial Advisors's KLAC Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in KLA (KLAC) in Q2 2026: 1,200 shares worth $362K. The stake represents 0.1% of the portfolio and ranks #203 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in KLAC as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in KLAC in Q4 2022 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Resurgent Financial Advisors held 1,200 shares of KLA worth $362K as of Q2 2026.
  • KLA was a new Resurgent Financial Advisors position in Q2 2026.
  • KLA made up 0.1% of Resurgent Financial Advisors's portfolio in Q2 2026, its #203 holding.
  • Resurgent Financial Advisors first reported a position in KLA in Q4 2022 and has held it in 6 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.