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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
Q2 		$1.99M Buy
6,592
+132
+2% +$26.2K 0.16% 42
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 $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 $3.37T AUM 44.26% 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

SYM Financial Corp's KLAC Position: Q2 2026 in Review

SYM Financial Corp increased its KLA (KLAC) stake by 2% in Q2 2026, buying an estimated $26.2K and bringing the position to 6,592 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #42.

SYM Financial Corp first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • SYM Financial Corp held 6,592 shares of KLA worth $1.99M as of Q2 2026.
  • SYM Financial Corp bought 132 KLA shares in Q2 2026, an estimated $26.2K.
  • KLA made up 0.16% of SYM Financial Corp's portfolio in Q2 2026, its #42 holding.
  • SYM Financial Corp first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.