Capital Advisors Ltd’s Timken Company TKR Stock Holding History

Capital Advisors Ltd’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 Q2	$1K	Hold	5	–	–	﹤0.01%	1307
2026 Q1	$1K	Sell	5 -575	-99%	-$57.1K	﹤0.01%	1297
2025 Q4	$89K	Buy	580 +575	+11,500%	+$45.7K	0.01%	386
2025 Q3	$0	Hold	5	–	–	﹤0.01%	1550
2025 Q2	$0	Sell	5 -88	-95%	-$5.99K	﹤0.01%	1623
2025 Q1	$7K	Hold	93	–	–	﹤0.01%	865
2024 Q4	$7K	Buy	93 +89	+2,225%	+$7K	﹤0.01%	887
2024 Q3	$0	Sell	4 -3	-43%	-$247	﹤0.01%	1605
2024 Q2	$1K	Sell	7 -2	-22%	-$173	﹤0.01%	1298
2024 Q1	$1K	Buy	9 +5	+125%	+$412	﹤0.01%	1275
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1482
2023 Q3	$0	Sell	4 -24	-86%	-$1.95K	﹤0.01%	1473
2023 Q2	$3K	Sell	28 -17	-38%	-$1.34K	﹤0.01%	967
2023 Q1	$4K	Buy	45 +41	+1,025%	+$3.32K	﹤0.01%	772
2022 Q4	$0	Hold	4	–	–	﹤0.01%	1641
2022 Q3	$0	Sell	4 -7	-64%	-$435	﹤0.01%	1517
2022 Q2	$1K	Buy	11 +2	+22%	+$117	﹤0.01%	899
2022 Q1	$1K	Buy	9 +5	+125%	+$332	﹤0.01%	811
2021 Q4	$0	Buy	+4	New	+$280	﹤0.01%	934

Other funds holding TKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Advisors Ltd's TKR Position: Q2 2026 in Review

Capital Advisors Ltd held its Timken Company (TKR) position steady in Q2 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Capital Advisors Ltd first reported a position in TKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $89K in Q4 2025. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Capital Advisors Ltd held 5 shares of Timken Company worth $1K as of Q2 2026.
Capital Advisors Ltd left its Timken Company share count unchanged in Q2 2026.
Timken Company made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1307 holding.
Capital Advisors Ltd first reported a position in Timken Company in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's Timken Company position peaked at $89K in Q4 2025.
600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.