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Pinnacle Wealth Planning Services’s Timken Company TKR Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.15K Buy
91
+13
+17% +$1.29K ﹤0.01% 2036
2025
Q4 		$6.56K Buy
+78
New +$6.21K ﹤0.01% 2190
2021
Q1 		– Sell
-1,231
Closed -$95K – 1785
2020
Q4 		$95K Buy
+1,231
New +$83.8K 0.02% 493

Other funds holding TKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's TKR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Timken Company (TKR) stake by 17% in Q1 2026, buying an estimated $1.29K and bringing the position to 91 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Pinnacle Wealth Planning Services first reported a position in TKR in Q4 2020 and has held it in 3 quarters since. The position peaked at $95K in Q4 2020. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 91 shares of Timken Company worth $9.15K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 13 Timken Company shares in Q1 2026, an estimated $1.29K.
  • Timken Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2036 holding.
  • Pinnacle Wealth Planning Services first reported a position in Timken Company in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Timken Company position peaked at $95K in Q4 2020.
  • 532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.