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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
Q2 		$432K Buy
2,974
+325
+12% +$39.1K ﹤0.01% 1159
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 $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's TKR Position: Q2 2026 in Review

Summit Financial increased its Timken Company (TKR) stake by 12% in Q2 2026, buying an estimated $39.1K and bringing the position to 2,974 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Summit Financial first reported a position in TKR in Q2 2024 and has held it in 8 quarters since. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Summit Financial held 2,974 shares of Timken Company worth $432K as of Q2 2026.
  • Summit Financial bought 325 Timken Company shares in Q2 2026, an estimated $39.1K.
  • Timken Company made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1159 holding.
  • Summit Financial first reported a position in Timken Company in Q2 2024 and has held it in 8 quarters since.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.