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Independent Financial Group’s Timken Company TKR Stock Holding History

Independent Financial Group’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
2025
Q1 		– Sell
-3,157
Closed -$225K – 1266
2024
Q4 		$225K Buy
3,157
+17
+0.5% +$1.34K 0.01% 1036
2024
Q3 		$265K Sell
3,140
-173
-5% -$14.2K 0.01% 925
2024
Q2 		$265K Buy
+3,313
New +$286K 0.01% 888

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Independent Financial Group's TKR Position: Q1 2025 in Review

Independent Financial Group sold out of Timken Company (TKR) in Q1 2025, closing a stake of 3,157 shares — an estimated $225K sold.

Independent Financial Group first reported a position in TKR in Q2 2024 and held it in 3 quarters. The position peaked at $265K in Q2 2024. 422 funds tracked by Wall St. Rank hold TKR as of Q1 2025.

  • Independent Financial Group reported no remaining Timken Company position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,157 Timken Company shares in Q1 2025, an estimated $225K.
  • Independent Financial Group first reported a position in Timken Company in Q2 2024 and held it in 3 quarters.
  • Independent Financial Group's Timken Company position peaked at $265K in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Timken Company as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.