Oxford Financial Group’s Timken Company TKR Stock Holding History

Oxford 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 Q1	$264K	Sell	2,625 -44	-2%	-$4.37K	0.01%	224
2025 Q4	$225K	Sell	2,669 -331	-11%	-$26.3K	0.01%	220
2025 Q3	$226K	Hold	3,000	–	–	0.01%	213
2025 Q2	$218K	Sell	3,000 -60	-2%	-$4.08K	0.01%	199
2025 Q1	$220K	Sell	3,060 -394	-11%	-$30.4K	0.02%	198
2024 Q4	$247K	Hold	3,454	–	–	0.02%	223
2024 Q3	$291K	Sell	3,454 -76	-2%	-$6.25K	0.02%	202
2024 Q2	$283K	Buy	+3,530	New	+$304K	0.02%	226

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

Oxford Financial Group's TKR Position: Q1 2026 in Review

Oxford Financial Group reduced its Timken Company (TKR) stake by 1.6% in Q1 2026, selling an estimated $4.37K and leaving 2,625 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #224.

Oxford Financial Group first reported a position in TKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $291K in Q3 2024. 533 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

Oxford Financial Group held 2,625 shares of Timken Company worth $264K as of Q1 2026.
Oxford Financial Group sold 44 Timken Company shares in Q1 2026, an estimated $4.37K.
Timken Company made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #224 holding.
Oxford Financial Group first reported a position in Timken Company in Q2 2024 and has held it in 8 quarters since.
Oxford Financial Group's Timken Company position peaked at $291K in Q3 2024.
533 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.