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Summit Financial Wealth Advisors’s Timken Company TKR Stock Holding History

Summit Financial Wealth 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 		$481K Buy
3,308
+632
+24% +$76K 0.06% 137
2026
Q1 		$269K Buy
2,676
+57
+2% +$5.67K 0.04% 161
2025
Q4 		$220K Buy
+2,619
New +$208K 0.03% 183

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

Summit Financial Wealth Advisors's TKR Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Timken Company (TKR) stake by 24% in Q2 2026, buying an estimated $76K and bringing the position to 3,308 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #137.

Summit Financial Wealth Advisors first reported a position in TKR in Q4 2025 and has held it in 3 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Summit Financial Wealth Advisors held 3,308 shares of Timken Company worth $481K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 632 Timken Company shares in Q2 2026, an estimated $76K.
  • Timken Company made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Summit Financial Wealth Advisors first reported a position in Timken Company in Q4 2025 and has held it in 3 quarters since.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.