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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

USA Financial Formulas's TKR Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Timken Company (TKR) in Q1 2026: 1,875 shares worth $189K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in TKR as recently as Q3 2023.

USA Financial Formulas first reported a position in TKR in Q1 2021 and has held it in 6 quarters since. The position peaked at $275K in Q1 2021. 532 funds tracked by Wall St. Rank hold TKR as of Q1 2026.

USA Financial Formulas held 1,875 shares of Timken Company worth $189K as of Q1 2026.
Timken Company was a new USA Financial Formulas position in Q1 2026.
Timken Company made up 0.04% of USA Financial Formulas's portfolio in Q1 2026, its #119 holding.
USA Financial Formulas first reported a position in Timken Company in Q1 2021 and has held it in 6 quarters since.
USA Financial Formulas's Timken Company position peaked at $275K in Q1 2021.
532 funds tracked by Wall St. Rank held Timken Company as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.