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Summit Financial’s Timken Company TKR Stock Holding History

Summit Financial’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
Q1 		$266K Sell
2,649
-99
-4% -$9.84K ﹤0.01% 1235
2025
Q4 		$231K Buy
2,748
+1
+0% +$80 ﹤0.01% 1181
2025
Q3 		$207K Buy
+2,747
New +$212K ﹤0.01% 1194
2025
Q2 		– Sell
-3,606
Closed -$259K – 832
2025
Q1 		$259K Sell
3,606
-17
-0.5% -$1.31K 0.01% 644
2024
Q4 		$259K Sell
3,623
-31
-0.8% -$2.44K 0.01% 568
2024
Q3 		$308K Sell
3,654
-622
-15% -$51.2K 0.01% 457
2024
Q2 		$343K Buy
+4,276
New +$369K 0.02% 392

Other funds holding TKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Summit Financial's TKR Position: Q1 2026 in Review

Summit Financial reduced its Timken Company (TKR) stake by 3.6% in Q1 2026, selling an estimated $9.84K and leaving 2,649 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Summit Financial first reported a position in TKR in Q2 2024 and has held it in 7 quarters since. The position peaked at $343K in Q2 2024. 533 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

  • Summit Financial held 2,649 shares of Timken Company worth $266K as of Q1 2026.
  • Summit Financial sold 99 Timken Company shares in Q1 2026, an estimated $9.84K.
  • Timken Company made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1235 holding.
  • Summit Financial first reported a position in Timken Company in Q2 2024 and has held it in 7 quarters since.
  • Summit Financial's Timken Company position peaked at $343K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.