PWM
TKR icon

Perigon Wealth Management’s Timken Company TKR Stock Holding History

Perigon Wealth Management’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 		$423K Buy
+2,911
New +$350K 0.01% 972
2021
Q1 		– Sell
-300
Closed -$23K – 982
2020
Q4 		$23K Buy
+300
New +$20.4K ﹤0.01% 1002

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

Perigon Wealth Management's TKR Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Timken Company (TKR) in Q2 2026: 2,911 shares worth $423K. The stake represents 0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in TKR as recently as Q4 2020.

Perigon Wealth Management first reported a position in TKR in Q4 2020 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Perigon Wealth Management held 2,911 shares of Timken Company worth $423K as of Q2 2026.
  • Timken Company was a new Perigon Wealth Management position in Q2 2026.
  • Timken Company made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #972 holding.
  • Perigon Wealth Management first reported a position in Timken Company in Q4 2020 and has held it in 2 quarters since.
  • 604 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.