Richardson Financial Services
KLAC icon

Richardson Financial Services’s KLA KLAC Stock Holding History

Richardson Financial Services’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
Q3 		$506K Sell
2,598
-649
-20% -$127K 0.29% 78
2026
Q2 		$980K Buy
3,247
+97
+3% +$19.3K 0.56% 39
2026
Q1 		$464K Buy
3,150
+110
+4% +$16.1K 0.29% 83
2025
Q4 		$369K Buy
3,040
+270
+10% +$31.7K 0.12% 109
2025
Q3 		$299K Hold
2,770
– – 0.19% 123
2025
Q2 		$249K Buy
2,770
+150
+6% +$11.3K 0.17% 135
2025
Q1 		$178K Buy
2,620
+90
+4% +$6.48K 0.14% 150
2024
Q4 		$160K Buy
2,530
+140
+6% +$9.46K 0.11% 158
2024
Q3 		$197K Buy
2,390
+10
+0.4% +$785 0.13% 149
2024
Q2 		$196K Buy
2,380
+250
+12% +$18.5K 0.14% 139
2024
Q1 		$149K Buy
2,130
+880
+70% +$56.5K 0.1% 167
2023
Q4 		$72.7K Buy
+1,250
New +$65.1K 0.06% 192

Other funds holding KLAC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Richardson Financial Services's KLAC Position: Q3 2026 in Review

Richardson Financial Services reduced its KLA (KLAC) stake by 20% in Q3 2026, selling an estimated $127K and leaving 2,598 shares worth $506K. The position accounts for 0.29% of the portfolio, ranked #78.

Richardson Financial Services first reported a position in KLAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $980K in Q2 2026. 1,741 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Richardson Financial Services held 2,598 shares of KLA worth $506K as of Q3 2026.
  • Richardson Financial Services sold 649 KLA shares in Q3 2026, an estimated $127K.
  • KLA made up 0.29% of Richardson Financial Services's portfolio in Q3 2026, its #78 holding.
  • Richardson Financial Services first reported a position in KLA in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's KLA position peaked at $980K in Q2 2026.
  • 1,741 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.