Root Financial Partners
TKR icon

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
Q3 		$43.1K Buy
+369
New +$47.4K ﹤0.01% 1157
2026
Q2 		– Sell
-311
Closed -$31.3K – 2921
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's TKR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Timken Company (TKR) in Q3 2026: 369 shares worth $43.1K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TKR as recently as Q1 2026.

Root Financial Partners first reported a position in TKR in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

  • Root Financial Partners held 369 shares of Timken Company worth $43.1K as of Q3 2026.
  • Timken Company was a new Root Financial Partners position in Q3 2026.
  • Timken Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1157 holding.
  • Root Financial Partners first reported a position in Timken Company in Q3 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.