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Sendero Wealth Management’s Timken Company TKR Stock Holding History

Sendero Wealth Management’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
2025
Q3 		– Sell
-6,891
Closed -$500K – 197
2025
Q2 		$500K Hold
6,891
– – 0.06% 141
2025
Q1 		$495K Buy
6,891
+1,024
+17% +$79K 0.07% 136
2024
Q4 		$419K Hold
5,867
– – 0.06% 140
2024
Q3 		$495K Hold
5,867
– – 0.08% 123
2024
Q2 		$470K Hold
5,867
– – 0.08% 123
2024
Q1 		$513K Hold
5,867
– – 0.09% 124
2023
Q4 		$470K Buy
5,867
+1,667
+40% +$123K 0.09% 123
2023
Q3 		$309K Buy
+4,200
New +$341K 0.07% 133

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sendero Wealth Management's TKR Position: Q3 2025 in Review

Sendero Wealth Management sold out of Timken Company (TKR) in Q3 2025, closing a stake of 6,891 shares — an estimated $500K sold.

Sendero Wealth Management first reported a position in TKR in Q3 2023 and held it in 8 quarters. The position peaked at $513K in Q1 2024. 430 funds tracked by Wall St. Rank hold TKR as of Q3 2025.

  • Sendero Wealth Management reported no remaining Timken Company position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 6,891 Timken Company shares in Q3 2025, an estimated $500K.
  • Sendero Wealth Management first reported a position in Timken Company in Q3 2023 and held it in 8 quarters.
  • Sendero Wealth Management's Timken Company position peaked at $513K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Timken Company as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.