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Independent Advisor Alliance’s Timken Company TKR Stock Holding History

Independent Advisor Alliance’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 		$499K Buy
3,431
+800
+30% +$96.2K 0.01% 666
2026
Q1 		$265K Sell
2,631
-1
-0% -$99 ﹤0.01% 1383
2025
Q4 		$221K Buy
+2,632
New +$209K 0.01% 902
2025
Q3 		– Sell
-3,002
Closed -$218K – 979
2025
Q2 		$218K Sell
3,002
-23
-0.8% -$1.56K 0.01% 820
2025
Q1 		$217K Buy
3,025
+54
+2% +$4.17K 0.01% 745
2024
Q4 		$212K Buy
+2,971
New +$234K ﹤0.01% 1272

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

Independent Advisor Alliance's TKR Position: Q2 2026 in Review

Independent Advisor Alliance increased its Timken Company (TKR) stake by 30% in Q2 2026, buying an estimated $96.2K and bringing the position to 3,431 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #666.

Independent Advisor Alliance first reported a position in TKR in Q4 2024 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Independent Advisor Alliance held 3,431 shares of Timken Company worth $499K as of Q2 2026.
  • Independent Advisor Alliance bought 800 Timken Company shares in Q2 2026, an estimated $96.2K.
  • Timken Company made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #666 holding.
  • Independent Advisor Alliance first reported a position in Timken Company in Q4 2024 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.