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Equitable Trust’s Timken Company TKR Stock Holding History

Equitable Trust’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 		$252K Hold
2,159
– – 0.01% 413
2026
Q2 		$314K Hold
2,159
– – 0.01% 391
2026
Q1 		$217K Buy
+2,159
New +$215K 0.01% 449

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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Equitable Trust's TKR Position: Q3 2026 in Review

Equitable Trust held its Timken Company (TKR) position steady in Q3 2026 at 2,159 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #413.

Equitable Trust first reported a position in TKR in Q1 2026 and has held it in 3 quarters since. The position peaked at $314K in Q2 2026. 25 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

  • Equitable Trust held 2,159 shares of Timken Company worth $252K as of Q3 2026.
  • Equitable Trust left its Timken Company share count unchanged in Q3 2026.
  • Timken Company made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #413 holding.
  • Equitable Trust first reported a position in Timken Company in Q1 2026 and has held it in 3 quarters since.
  • Equitable Trust's Timken Company position peaked at $314K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.