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USA Financial Formulas’s Timken Company TKR Stock Holding History

USA Financial Formulas’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 		$185K Sell
1,276
-599
-32% -$72K 0.03% 144
2026
Q1 		$189K Buy
+1,875
New +$186K 0.04% 119
2023
Q4 		– Sell
-930
Closed -$68.3K – 537
2023
Q3 		$68.3K Hold
930
– – 0.1% 189
2023
Q2 		$85.1K Sell
930
-506
-35% -$39.9K 0.13% 120
2023
Q1 		$117K Buy
+1,436
New +$116K 0.19% 80
2021
Q3 		– Sell
-3,087
Closed -$249K – 479
2021
Q2 		$249K Sell
3,087
-303
-9% -$25.6K 0.21% 123
2021
Q1 		$275K Buy
+3,390
New +$271K 0.22% 114

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

USA Financial Formulas's TKR Position: Q2 2026 in Review

USA Financial Formulas reduced its Timken Company (TKR) stake by 32% in Q2 2026, selling an estimated $72K and leaving 1,276 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #144.

USA Financial Formulas first reported a position in TKR in Q1 2021 and has held it in 7 quarters since. The position peaked at $275K in Q1 2021. 605 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

  • USA Financial Formulas held 1,276 shares of Timken Company worth $185K as of Q2 2026.
  • USA Financial Formulas sold 599 Timken Company shares in Q2 2026, an estimated $72K.
  • Timken Company made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #144 holding.
  • USA Financial Formulas first reported a position in Timken Company in Q1 2021 and has held it in 7 quarters since.
  • USA Financial Formulas's Timken Company position peaked at $275K in Q1 2021.
  • 605 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.