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LGT Financial Advisors’s Timken Company TKR Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-2
Closed -$145 – 621
2025
Q2 		$145 Buy
+2
New +$136 ﹤0.01% 565

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LGT Financial Advisors's TKR Position: Q3 2025 in Review

LGT Financial Advisors sold out of Timken Company (TKR) in Q3 2025, closing a stake of 2 shares — an estimated $145 sold.

LGT Financial Advisors first reported a position in TKR in Q2 2025 and held it in 1 quarter. The position peaked at $145 in Q2 2025. 429 funds tracked by Wall St. Rank hold TKR as of Q3 2025.

  • LGT Financial Advisors reported no remaining Timken Company position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 2 Timken Company shares in Q3 2025, an estimated $145.
  • LGT Financial Advisors first reported a position in Timken Company in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's Timken Company position peaked at $145 in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Timken Company as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.