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Sun Financial’s KLA KLAC Stock Holding History

Sun Financial’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 		$1.45M Sell
7,520
-2,370
-24% -$470K 0.68% 50
2026
Q1 		$1.87M Sell
9,890
-480
-5% -$70.2K 0.94% 30
2025
Q4 		$1.26M Buy
+10,370
New +$1.22M 0.7% 46

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 $3.38T AUM 44.17% 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

Sun Financial's KLAC Position: Q2 2026 in Review

Sun Financial reduced its KLA (KLAC) stake by 24% in Q2 2026, selling an estimated $470K and leaving 7,520 shares worth $1.45M. The position accounts for 0.68% of the portfolio, ranked #50.

Sun Financial first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sun Financial held 7,520 shares of KLA worth $1.45M as of Q2 2026.
  • Sun Financial sold 2,370 KLA shares in Q2 2026, an estimated $470K.
  • KLA made up 0.68% of Sun Financial's portfolio in Q2 2026, its #50 holding.
  • Sun Financial first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's KLA position peaked at $1.87M in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.