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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
Q2 		$383K Buy
2,637
+12
+0.5% +$1.44K 0.02% 180
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
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

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

Oxford Financial Group increased its Timken Company (TKR) stake by 0.46% in Q2 2026, buying an estimated $1.44K and bringing the position to 2,637 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #180.

Oxford Financial Group first reported a position in TKR in Q2 2024 and has held it in 9 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Oxford Financial Group held 2,637 shares of Timken Company worth $383K as of Q2 2026.
  • Oxford Financial Group bought 12 Timken Company shares in Q2 2026, an estimated $1.44K.
  • Timken Company made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #180 holding.
  • Oxford Financial Group first reported a position in Timken Company in Q2 2024 and has held it in 9 quarters since.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.