Patriot Financial Group Insurance Agency, LLC
InsurancePosition in KLAC — Kla Corp
CIK 1694883
Westborough, MA
Position in KLAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,343,683
-$18,062 QoQ
Shares Held
7,768
-51.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,105
of 2,471 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $18,145,901 across 4 Semiconductor Equipment & Materials names. KLAC ranks #3 (12.9% of the industry book) .
All Filings in KLAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,343,683 | 7,768 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,361,745 | 1,604 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $919,815 | 757 | Shares | Sole | 2026-01-26 | |
| 2024-09-30 | $286,531 | 370 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $238,283 | 289 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $208,872 | 299 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $5,424 | 17 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $8,053 | 22 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,602 | 20 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,683 | 14 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $2,917 | 9 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,295 | 13 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $30,292 | 117 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $22,667 | 117 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $24,310 | 125 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $17,967 | 125 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||