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EP Wealth Advisors’s Timken Company TKR Stock Holding History

EP Wealth Advisors’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 		$232K Sell
2,302
-446
-16% -$44.3K ﹤0.01% 1319
2025
Q4 		$231K Buy
+2,748
New +$219K ﹤0.01% 1298

Other funds holding TKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EP Wealth Advisors's TKR Position: Q1 2026 in Review

EP Wealth Advisors reduced its Timken Company (TKR) stake by 16% in Q1 2026, selling an estimated $44.3K and leaving 2,302 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

EP Wealth Advisors first reported a position in TKR in Q4 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • EP Wealth Advisors held 2,302 shares of Timken Company worth $232K as of Q1 2026.
  • EP Wealth Advisors sold 446 Timken Company shares in Q1 2026, an estimated $44.3K.
  • Timken Company made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1319 holding.
  • EP Wealth Advisors first reported a position in Timken Company in Q4 2025 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.