Sequoia Financial Advisors’s Timken Company TKR Stock Holding History

Sequoia Financial Advisors’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	$1.48M	Sell	10,189 -1,216	-11%	-$146K	0.01%	766
2026 Q1	$1.15M	Buy	11,405 +1,809	+19%	+$180K	0.01%	838
2025 Q4	$807K	Buy	9,596 +2,274	+31%	+$181K	﹤0.01%	997
2025 Q3	$550K	Buy	7,322 +1,993	+37%	+$154K	﹤0.01%	1087
2025 Q2	$387K	Buy	+5,329	New	+$362K	﹤0.01%	1131
2025 Q1	–	Sell	-3,368	Closed	-$240K	–	1468
2024 Q4	$240K	Sell	3,368 -2,337	-41%	-$184K	﹤0.01%	1132
2024 Q3	$481K	Buy	5,705 +2,405	+73%	+$198K	0.01%	762
2024 Q2	$264K	Buy	3,300 +101	+3%	+$8.71K	﹤0.01%	950
2024 Q1	$280K	Sell	3,199 -21	-0.7%	-$1.73K	﹤0.01%	889
2023 Q4	$258K	Sell	3,220 -115	-3%	-$8.46K	﹤0.01%	992
2023 Q3	$245K	Sell	3,335 -19	-0.6%	-$1.54K	﹤0.01%	775
2023 Q2	$307K	Buy	3,354 +153	+5%	+$12.1K	0.01%	686
2023 Q1	$262K	Sell	3,201 -62	-2%	-$5.02K	0.01%	675
2022 Q4	$231K	Buy	+3,263	New	+$228K	0.01%	682
2022 Q2	–	Sell	-3,785	Closed	-$230K	–	679
2022 Q1	$230K	Buy	3,785 +189	+5%	+$12.6K	0.01%	581
2021 Q4	$249K	Buy	+3,596	New	+$252K	0.01%	488
2021 Q3	–	Sell	-4,187	Closed	-$337K	–	430
2021 Q2	$337K	Buy	4,187 +3	+0.1%	+$254	0.01%	349
2021 Q1	$340K	Buy	4,184 +26	+0.6%	+$2.08K	0.01%	313
2020 Q4	$322K	Sell	4,158 -185	-4%	-$12.6K	0.01%	312
2020 Q3	$235K	Sell	4,343 -105	-2%	-$5.42K	0.01%	344
2020 Q2	$202K	Buy	+4,448	New	+$176K	0.01%	345
2020 Q1	–	Sell	-4,261	Closed	-$240K	–	406
2019 Q4	$240K	Buy	+4,261	New	+$215K	0.02%	333
2019 Q3	–	Sell	-4,260	Closed	-$219K	–	389
2019 Q2	$219K	Buy	+4,260	New	+$204K	0.02%	337
2014 Q3	–	Sell	-4,413	Closed	-$214K	–	182
2014 Q2	$214K	Buy	+4,413	New	+$200K	0.16%	143

Other funds holding TKR

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Sequoia Financial Advisors's TKR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Timken Company (TKR) stake by 11% in Q2 2026, selling an estimated $146K and leaving 10,189 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #766.

Sequoia Financial Advisors first reported a position in TKR in Q2 2014 and has held it in 24 quarters since. 82 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Sequoia Financial Advisors held 10,189 shares of Timken Company worth $1.48M as of Q2 2026.
Sequoia Financial Advisors sold 1,216 Timken Company shares in Q2 2026, an estimated $146K.
Timken Company made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #766 holding.
Sequoia Financial Advisors first reported a position in Timken Company in Q2 2014 and has held it in 24 quarters since.
82 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.