SFA
KLAC icon

Souders Financial Advisors’s KLA KLAC Stock Holding History

Souders 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
Q1 		$659K Buy
4,470
+110
+3% +$16.1K 0.08% 122
2025
Q4 		$530K Buy
4,360
+350
+9% +$41.1K 0.06% 131
2025
Q3 		$433K Buy
4,010
+380
+10% +$35.5K 0.05% 141
2025
Q2 		$325K Buy
3,630
+140
+4% +$10.5K 0.04% 161
2025
Q1 		$237K Sell
3,490
-820
-19% -$59.1K 0.03% 169
2024
Q4 		$272K Buy
4,310
+180
+4% +$12.2K 0.04% 155
2024
Q3 		$320K Buy
4,130
+50
+1% +$3.92K 0.04% 140
2024
Q2 		$337K Sell
4,080
-70
-2% -$5.17K 0.05% 139
2024
Q1 		$290K Buy
4,150
+40
+1% +$2.57K 0.05% 145
2023
Q4 		$239K Buy
+4,110
New +$214K 0.04% 149
2023
Q2 		– Sell
-18,850
Closed -$752K – 151
2023
Q1 		$752K Sell
18,850
-350
-2% -$13.8K 0.16% 95
2022
Q4 		$724K Sell
19,200
-5,860
-23% -$204K 0.17% 96
2022
Q3 		$758K Sell
25,060
-1,410
-5% -$48.8K 0.21% 87
2022
Q2 		$845K Sell
26,470
-860
-3% -$28.9K 0.24% 76
2022
Q1 		$1M Sell
27,330
-420
-2% -$15.7K 0.29% 71
2021
Q4 		$1.19M Buy
27,750
+1,160
+4% +$44.8K 0.34% 66
2021
Q3 		$889K Buy
26,590
+520
+2% +$17.4K 0.29% 74
2021
Q2 		$845K Sell
26,070
-80
-0.3% -$2.56K 0.28% 75
2021
Q1 		$864K Buy
26,150
+2,430
+10% +$73.2K 0.34% 63
2020
Q4 		$614K Buy
23,720
+670
+3% +$15.6K 0.27% 73
2020
Q3 		$516K Buy
+23,050
New +$456K 0.24% 76

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Souders Financial Advisors's KLAC Position: Q1 2026 in Review

Souders Financial Advisors increased its KLA (KLAC) stake by 2.5% in Q1 2026, buying an estimated $16.1K and bringing the position to 4,470 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #122.

Souders Financial Advisors first reported a position in KLAC in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.19M in Q4 2021. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Souders Financial Advisors held 4,470 shares of KLA worth $659K as of Q1 2026.
  • Souders Financial Advisors bought 110 KLA shares in Q1 2026, an estimated $16.1K.
  • KLA made up 0.08% of Souders Financial Advisors's portfolio in Q1 2026, its #122 holding.
  • Souders Financial Advisors first reported a position in KLA in Q3 2020 and has held it in 21 quarters since.
  • Souders Financial Advisors's KLA position peaked at $1.19M in Q4 2021.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.