PWG
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Portside Wealth Group’s Timken Company TKR Stock Holding History

Portside Wealth 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 		$222K Buy
+1,530
New +$184K 0.03% 471
2024
Q2 		– Sell
-2,379
Closed -$208K – 400
2024
Q1 		$208K Sell
2,379
-229
-9% -$18.9K 0.04% 352
2023
Q4 		$209K Sell
2,608
-398
-13% -$29.3K 0.04% 330
2023
Q3 		$224K Buy
3,006
+186
+7% +$15.1K 0.04% 298
2023
Q2 		$258K Buy
+2,820
New +$222K 0.05% 284

Other funds holding TKR

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return