Trifecta Capital Advisors
KLAC icon

Trifecta Capital Advisors’s KLA KLAC Stock Holding History

Trifecta Capital 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
Q3 		$19.5K Hold
100
– – ﹤0.01% 219
2026
Q2 		$30.2K Buy
100
+80
+400% +$15.9K ﹤0.01% 213
2026
Q1 		$2.94K Hold
20
– – ﹤0.01% 256
2025
Q4 		$2.43K Buy
+20
New +$2.35K ﹤0.01% 252
2025
Q2 		– Sell
-20
Closed -$1.36K – 492
2025
Q1 		$1.36K Hold
20
– – ﹤0.01% 344
2024
Q4 		$1.26K Buy
+20
New +$1.35K ﹤0.01% 351
2023
Q4 		– Sell
-40
Closed -$1.84K – 447
2023
Q3 		$1.84K Buy
+40
New +$1.92K ﹤0.01% 318

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

Trifecta Capital Advisors's KLAC Position: Q3 2026 in Review

Trifecta Capital Advisors held its KLA (KLAC) position steady in Q3 2026 at 100 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Trifecta Capital Advisors first reported a position in KLAC in Q3 2023 and has held it in 7 quarters since. The position peaked at $30.2K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Trifecta Capital Advisors held 100 shares of KLA worth $19.5K as of Q3 2026.
  • Trifecta Capital Advisors left its KLA share count unchanged in Q3 2026.
  • KLA made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #219 holding.
  • Trifecta Capital Advisors first reported a position in KLA in Q3 2023 and has held it in 7 quarters since.
  • Trifecta Capital Advisors's KLA position peaked at $30.2K in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.