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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

TE
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
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
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 91 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.
  • 91 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.