Kestra Advisory Services’s Timken Company TKR Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,547	Closed	-$214K	–	4295
2025 Q4	$214K	Buy	+2,547	New	+$203K	﹤0.01%	2832
2023 Q1	–	Sell	-4,176	Closed	-$295K	–	2302
2022 Q4	$295K	Buy	+4,176	New	+$292K	﹤0.01%	1757
2022 Q1	–	Sell	-3,243	Closed	-$225K	–	2125
2021 Q4	$225K	Sell	3,243 -312	-9%	-$21.9K	﹤0.01%	1810
2021 Q3	$233K	Sell	3,555 -90	-2%	-$6.69K	﹤0.01%	1878
2021 Q2	$294K	Sell	3,645 -105	-3%	-$8.89K	﹤0.01%	1575
2021 Q1	$304K	Buy	+3,750	New	+$299K	﹤0.01%	1458

Other funds holding TKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Kestra Advisory Services's TKR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Timken Company (TKR) in Q1 2026, closing a stake of 2,547 shares — an estimated $214K sold.

Kestra Advisory Services first reported a position in TKR in Q1 2021 and held it in 6 quarters. The position peaked at $304K in Q1 2021. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

Kestra Advisory Services reported no remaining Timken Company position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,547 Timken Company shares in Q1 2026, an estimated $214K.
Kestra Advisory Services first reported a position in Timken Company in Q1 2021 and held it in 6 quarters.
Kestra Advisory Services's Timken Company position peaked at $304K in Q1 2021.
532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.