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Merit Financial Group’s Timken Company TKR Stock Holding History

Merit 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
2026
Q2 		$236K Buy
+1,625
New +$195K ﹤0.01% 1988
2024
Q2 		– Sell
-2,274
Closed -$204K – 943
2024
Q1 		$204K Buy
+2,274
New +$188K ﹤0.01% 814

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

Merit Financial Group's TKR Position: Q2 2026 in Review

Merit Financial Group opened a new position in Timken Company (TKR) in Q2 2026: 1,625 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1988 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in TKR as recently as Q1 2024.

Merit Financial Group first reported a position in TKR in Q1 2024 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Merit Financial Group held 1,625 shares of Timken Company worth $236K as of Q2 2026.
  • Timken Company was a new Merit Financial Group position in Q2 2026.
  • Timken Company made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1988 holding.
  • Merit Financial Group first reported a position in Timken Company in Q1 2024 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.