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Three Bearings Fiduciary Advisors’s KLA KLAC Stock Holding History

Three Bearings Fiduciary Advisors’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 		$27.2K Hold
90
– – 0.02% 98
2026
Q1 		$13.3K Hold
90
– – 0.01% 128
2025
Q4 		$12.9K Buy
+90
New +$10.6K 0.01% 133

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Three Bearings Fiduciary Advisors's KLAC Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its KLA (KLAC) position steady in Q2 2026 at 90 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #98.

Three Bearings Fiduciary Advisors first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 1,536 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 90 shares of KLA worth $27.2K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #98 holding.
  • Three Bearings Fiduciary Advisors first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 1,536 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.