SYM Financial Corp
KLAC icon

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
Q3 		$1.34M Buy
6,871
+279
+4% +$54.7K 0.1% 57
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% +$4.66K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

SYM Financial Corp's KLAC Position: Q3 2026 in Review

SYM Financial Corp increased its KLA (KLAC) stake by 4.2% in Q3 2026, buying an estimated $54.7K and bringing the position to 6,871 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #57.

SYM Financial Corp first reported a position in KLAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • SYM Financial Corp held 6,871 shares of KLA worth $1.34M as of Q3 2026.
  • SYM Financial Corp bought 279 KLA shares in Q3 2026, an estimated $54.7K.
  • KLA made up 0.1% of SYM Financial Corp's portfolio in Q3 2026, its #57 holding.
  • SYM Financial Corp first reported a position in KLA in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's KLA position peaked at $1.99M in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.