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Twin Peaks Wealth Advisors’s Timken Company TKR Stock Holding History

Twin Peaks 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 		– Sell
-144
Closed -$14.5K – 2004
2026
Q1 		$14.5K Buy
+144
New +$14.3K ﹤0.01% 862
2025
Q3 		– Sell
-143
Closed -$11K – 1934
2025
Q2 		$11K Buy
+143
New +$9.73K ﹤0.01% 889

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

Twin Peaks Wealth Advisors's TKR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Timken Company (TKR) in Q2 2026, closing a stake of 144 shares — an estimated $14.5K sold.

Twin Peaks Wealth Advisors first reported a position in TKR in Q2 2025 and held it in 2 quarters. The position peaked at $14.5K in Q1 2026. 600 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Timken Company position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 144 Timken Company shares in Q2 2026, an estimated $14.5K.
  • Twin Peaks Wealth Advisors first reported a position in Timken Company in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Timken Company position peaked at $14.5K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.