SWGC
TKR icon

Summit Wealth Group (Colorado)’s Timken Company TKR Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-9,089
Closed -$338K – 461
2025
Q3 		$338K Buy
+9,089
New +$701K 0.05% 180

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TKR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Timken Company (TKR) in Q4 2025, closing a stake of 9,089 shares — an estimated $338K sold.

Summit Wealth Group (Colorado) first reported a position in TKR in Q3 2025 and held it in 1 quarter. The position peaked at $338K in Q3 2025. 470 funds tracked by Wall St. Rank hold TKR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Timken Company position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,089 Timken Company shares in Q4 2025, an estimated $338K.
  • Summit Wealth Group (Colorado) first reported a position in Timken Company in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Timken Company position peaked at $338K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Timken Company as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.