SPL
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Superior Planning, LLC’s Timken Company TKR Stock Holding History

Superior Planning, LLC’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.1K Buy
+138
New +$17.7K 0.01% 767

Other funds holding TKR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's TKR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Timken Company (TKR) in Q3 2026: 138 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings.

389 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

  • Superior Planning, LLC held 138 shares of Timken Company worth $16.1K as of Q3 2026.
  • Timken Company was a new Superior Planning, LLC position in Q3 2026.
  • Timken Company made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #767 holding.
  • 389 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.