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Wood Tarver Financial Group’s Timken Company TKR Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-35
Closed -$2K – 595
2025
Q2 		$2K Hold
35
– – ﹤0.01% 528
2025
Q1 		$2.52K Hold
35
– – ﹤0.01% 508
2024
Q4 		$2K Buy
+35
New +$2.75K ﹤0.01% 518

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American Century Companies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wood Tarver Financial Group's TKR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Timken Company (TKR) in Q3 2025, closing a stake of 35 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in TKR in Q4 2024 and held it in 3 quarters. The position peaked at $2.52K in Q1 2025. 431 funds tracked by Wall St. Rank hold TKR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Timken Company position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 35 Timken Company shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in Timken Company in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Timken Company position peaked at $2.52K in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Timken Company as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.