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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sun Financial's KLAC Position: Q1 2026 in Review

Sun Financial reduced its KLA (KLAC) stake by 4.6% in Q1 2026, selling an estimated $70.2K and leaving 9,890 shares worth $1.87M. The position accounts for 0.94% of the portfolio, ranked #30.

Sun Financial first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,069 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Sun Financial held 9,890 shares of KLA worth $1.87M as of Q1 2026.
Sun Financial sold 480 KLA shares in Q1 2026, an estimated $70.2K.
KLA made up 0.94% of Sun Financial's portfolio in Q1 2026, its #30 holding.
Sun Financial first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,069 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.