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Sunrise Financial Services’s Timken Company TKR Stock Holding History

Sunrise Financial Services’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 		$2.47K Hold
17
– – ﹤0.01% 362
2026
Q1 		$1.71K Hold
17
– – ﹤0.01% 424
2025
Q4 		$1.43K Buy
+17
New +$1.35K ﹤0.01% 419

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

Sunrise Financial Services's TKR Position: Q2 2026 in Review

Sunrise Financial Services held its Timken Company (TKR) position steady in Q2 2026 at 17 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Sunrise Financial Services first reported a position in TKR in Q4 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Sunrise Financial Services held 17 shares of Timken Company worth $2.47K as of Q2 2026.
  • Sunrise Financial Services left its Timken Company share count unchanged in Q2 2026.
  • Timken Company made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #362 holding.
  • Sunrise Financial Services first reported a position in Timken Company in Q4 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

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