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Root Financial Partners’s Kulicke & Soffa KLIC Stock Holding History

Root Financial Partners’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 		– Sell
-211
Closed -$13.9K – 1888
2026
Q1 		$13.9K Buy
211
+79
+60% +$5.02K ﹤0.01% 1531
2025
Q4 		$6.01K Buy
132
+31
+31% +$1.31K ﹤0.01% 1705
2025
Q3 		$4.11K Buy
+101
New +$3.74K ﹤0.01% 1794

Other funds holding KLIC

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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

Root Financial Partners's KLIC Position: Q2 2026 in Review

Root Financial Partners sold out of Kulicke & Soffa (KLIC) in Q2 2026, closing a stake of 211 shares — an estimated $13.9K sold.

Root Financial Partners first reported a position in KLIC in Q3 2025 and held it in 3 quarters. The position peaked at $13.9K in Q1 2026. 463 funds tracked by Wall St. Rank hold KLIC as of Q2 2026.

  • Root Financial Partners reported no remaining Kulicke & Soffa position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 211 Kulicke & Soffa shares in Q2 2026, an estimated $13.9K.
  • Root Financial Partners first reported a position in Kulicke & Soffa in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kulicke & Soffa position peaked at $13.9K in Q1 2026.
  • 463 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.