Mather Group’s Timken Company TKR Stock Holding History

Mather 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
2026 Q3	$38.1K	Hold	326	–	–	﹤0.01%	1243
2026 Q2	$47.4K	Hold	326	–	–	﹤0.01%	1118
2026 Q1	$32.8K	Buy	+326	New	+$32.4K	﹤0.01%	1154
2025 Q4	–	Sell	-326	Closed	-$24.5K	–	1551
2025 Q3	$24.5K	Buy	+326	New	+$25.1K	﹤0.01%	1069
2025 Q2	–	Sell	-326	Closed	-$23.4K	–	1616
2025 Q1	$23.4K	Buy	326 +307	+1,616%	+$23.7K	﹤0.01%	1059
2024 Q4	$1.36K	Hold	19	–	–	﹤0.01%	1586
2024 Q3	$1.6K	Sell	19 -20	-51%	-$1.65K	﹤0.01%	1513
2024 Q2	$3.41K	Hold	39	–	–	﹤0.01%	1734
2024 Q1	$3.13K	Buy	+39	New	+$3.22K	﹤0.01%	1449

Other funds holding TKR

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Mather Group's TKR Position: Q3 2026 in Review

Mather Group held its Timken Company (TKR) position steady in Q3 2026 at 326 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Mather Group first reported a position in TKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $47.4K in Q2 2026. 38 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

Mather Group held 326 shares of Timken Company worth $38.1K as of Q3 2026.
Mather Group left its Timken Company share count unchanged in Q3 2026.
Timken Company made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1243 holding.
Mather Group first reported a position in Timken Company in Q1 2024 and has held it in 9 quarters since.
Mather Group's Timken Company position peaked at $47.4K in Q2 2026.
38 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.