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SYM Financial Corp’s KLA KLAC Stock Holding History

SYM Financial Corp’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 		$951K Buy
6,460
+360
+6% +$52.7K 0.1% 62
2025
Q4 		$741K Buy
6,100
+80
+1% +$9.38K 0.08% 74
2025
Q3 		$649K Buy
6,020
+50
+0.8% +$4.67K 0.07% 86
2025
Q2 		$535K Sell
5,970
-510
-8% -$38.4K 0.06% 116
2025
Q1 		$440K Buy
6,480
+1,170
+22% +$84.3K 0.05% 122
2024
Q4 		$334K Sell
5,310
-1,640
-24% -$111K 0.04% 140
2024
Q3 		$538K Buy
6,950
+2,790
+67% +$219K 0.07% 69
2024
Q2 		$343K Buy
+4,160
New +$307K 0.05% 86

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

SYM Financial Corp's KLAC Position: Q1 2026 in Review

SYM Financial Corp increased its KLA (KLAC) stake by 5.9% in Q1 2026, buying an estimated $52.7K and bringing the position to 6,460 shares worth $951K. The position accounts for 0.1% of the portfolio, ranked #62.

SYM Financial Corp first reported a position in KLAC in Q2 2024 and has held it in 8 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • SYM Financial Corp held 6,460 shares of KLA worth $951K as of Q1 2026.
  • SYM Financial Corp bought 360 KLA shares in Q1 2026, an estimated $52.7K.
  • KLA made up 0.1% of SYM Financial Corp's portfolio in Q1 2026, its #62 holding.
  • SYM Financial Corp first reported a position in KLA in Q2 2024 and has held it in 8 quarters since.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.