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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
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 $6.73T 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

Root Financial Partners's TKR Position: Q2 2026 in Review

Root Financial Partners sold out of Timken Company (TKR) in Q2 2026, closing a stake of 311 shares — an estimated $31.3K sold.

Root Financial Partners first reported a position in TKR in Q3 2025 and held it in 3 quarters. The position peaked at $31.3K in Q1 2026. 604 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Root Financial Partners reported no remaining Timken Company position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 311 Timken Company shares in Q2 2026, an estimated $31.3K.
  • Root Financial Partners first reported a position in Timken Company in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Timken Company position peaked at $31.3K in Q1 2026.
  • 604 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.