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

CBIZ 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
Q1 		– Sell
-62
Closed -$5.22K – 707
2025
Q4 		$5.22K Buy
+62
New +$4.93K ﹤0.01% 493

Other funds holding TKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

CBIZ Investment Advisory Services's TKR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Timken Company (TKR) in Q1 2026, closing a stake of 62 shares — an estimated $5.22K sold.

CBIZ Investment Advisory Services first reported a position in TKR in Q4 2025 and held it in 1 quarter. The position peaked at $5.22K in Q4 2025. 535 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Timken Company position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 62 Timken Company shares in Q1 2026, an estimated $5.22K.
  • CBIZ Investment Advisory Services first reported a position in Timken Company in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Timken Company position peaked at $5.22K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.