WFC
KLAC icon

Western Financial Corp’s KLA KLAC Stock Holding History

Western 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 		$3.7M Sell
12,275
-485
-4% -$96.3K 1.08% 23
2026
Q1 		$1.88M Buy
+12,760
New +$1.87M 0.74% 31
2025
Q1 		– Sell
-5,750
Closed -$362K – 130
2024
Q4 		$362K Sell
5,750
-26,170
-82% -$1.77M 0.2% 107
2024
Q3 		$2.47M Buy
31,920
+5,770
+22% +$453K 1.4% 9
2024
Q2 		$2.16M Buy
26,150
+11,670
+81% +$862K 1.3% 11
2024
Q1 		$1.01M Sell
14,480
-1,340
-8% -$86.1K 0.62% 43
2023
Q4 		$920K Sell
15,820
-1,900
-11% -$98.9K 0.62% 29
2023
Q3 		$813K Sell
17,720
-920
-5% -$44.1K 0.6% 35
2023
Q2 		$904K Sell
18,640
-2,240
-11% -$93.6K 0.62% 32
2023
Q1 		$833K Sell
20,880
-60
-0.3% -$2.37K 0.59% 37
2022
Q4 		$789K Sell
20,940
-630
-3% -$22K 0.51% 44
2022
Q3 		$653K Sell
21,570
-2,920
-12% -$101K 0.46% 51
2022
Q2 		$781K Sell
24,490
-2,810
-10% -$94.5K 0.56% 36
2022
Q1 		$999K Buy
27,300
+3,520
+15% +$132K 0.58% 37
2021
Q4 		$1.02M Buy
23,780
+1,030
+5% +$39.8K 0.54% 35
2021
Q3 		$761K Sell
22,750
-860
-4% -$28.7K 0.45% 44
2021
Q2 		$766K Buy
23,610
+2,570
+12% +$82.4K 0.41% 43
2021
Q1 		$695K Buy
21,040
+640
+3% +$19.3K 0.42% 42
2020
Q4 		$528K Buy
+20,400
New +$475K 0.35% 44

Other funds holding KLAC

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Western Financial Corp reduced its KLA (KLAC) stake by 3.8% in Q2 2026, selling an estimated $96.3K and leaving 12,275 shares worth $3.7M. The position accounts for 1.08% of the portfolio, ranked #23.

Western Financial Corp first reported a position in KLAC in Q4 2020 and has held it in 19 quarters since. 1,126 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Western Financial Corp held 12,275 shares of KLA worth $3.7M as of Q2 2026.
  • Western Financial Corp sold 485 KLA shares in Q2 2026, an estimated $96.3K.
  • KLA made up 1.08% of Western Financial Corp's portfolio in Q2 2026, its #23 holding.
  • Western Financial Corp first reported a position in KLA in Q4 2020 and has held it in 19 quarters since.
  • 1,126 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.