BIAS
TKR icon

Beacon Investment Advisory Services’s Timken Company TKR Stock Holding History

Beacon Investment Advisory Services’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 		$26.3K Hold
225
– – ﹤0.01% 505
2026
Q2 		$32.7K Hold
225
– – ﹤0.01% 484
2026
Q1 		$22.6K Buy
+225
New +$22.4K ﹤0.01% 521

Other funds holding TKR

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Beacon Investment Advisory Services's TKR Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Timken Company (TKR) position steady in Q3 2026 at 225 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Beacon Investment Advisory Services first reported a position in TKR in Q1 2026 and has held it in 3 quarters since. The position peaked at $32.7K in Q2 2026. 38 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

  • Beacon Investment Advisory Services held 225 shares of Timken Company worth $26.3K as of Q3 2026.
  • Beacon Investment Advisory Services left its Timken Company share count unchanged in Q3 2026.
  • Timken Company made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #505 holding.
  • Beacon Investment Advisory Services first reported a position in Timken Company in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Timken Company position peaked at $32.7K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.