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Root Financial Partners’s Timken Company TKR Stock Holding History

Root Financial Partners’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 		$31.3K Buy
311
+36
+13% +$3.58K ﹤0.01% 1093
2025
Q4 		$23.2K Buy
275
+38
+16% +$3.02K ﹤0.01% 1104
2025
Q3 		$17.8K Buy
+237
New +$18.3K ﹤0.01% 1173

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

Root Financial Partners's TKR Position: Q1 2026 in Review

Root Financial Partners increased its Timken Company (TKR) stake by 13% in Q1 2026, buying an estimated $3.58K and bringing the position to 311 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Root Financial Partners first reported a position in TKR in Q3 2025 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • Root Financial Partners held 311 shares of Timken Company worth $31.3K as of Q1 2026.
  • Root Financial Partners bought 36 Timken Company shares in Q1 2026, an estimated $3.58K.
  • Timken Company made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1093 holding.
  • Root Financial Partners first reported a position in Timken Company in Q3 2025 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.