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Confluence Wealth Services’s Timken Company TKR Stock Holding History

Confluence Wealth 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
Q2 		$203K Buy
+1,400
New +$168K 0.01% 467
2022
Q1 		– Sell
-441
Closed -$30K – 1065
2021
Q4 		$30K Buy
+441
New +$30.9K 0.01% 611

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Confluence Wealth Services's TKR Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Timken Company (TKR) in Q2 2026: 1,400 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in TKR as recently as Q4 2021.

Confluence Wealth Services first reported a position in TKR in Q4 2021 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Confluence Wealth Services held 1,400 shares of Timken Company worth $203K as of Q2 2026.
  • Timken Company was a new Confluence Wealth Services position in Q2 2026.
  • Timken Company made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #467 holding.
  • Confluence Wealth Services first reported a position in Timken Company in Q4 2021 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.