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Integrated Wealth Concepts’s Timken Company TKR Stock Holding History

Integrated Wealth Concepts’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 		$90K Buy
+620
New +$74.6K ﹤0.01% 2900

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

Integrated Wealth Concepts's TKR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Timken Company (TKR) in Q2 2026: 620 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #2900 among its holdings.

600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Integrated Wealth Concepts held 620 shares of Timken Company worth $90K as of Q2 2026.
  • Timken Company was a new Integrated Wealth Concepts position in Q2 2026.
  • Timken Company made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2900 holding.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.