James T. Borello RIA’s Timken Company TKR Stock Holding History

James T. Borello RIA’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 Q3	$14.7K	Hold	126	–	–	﹤0.01%	501
2026 Q2	$18.3K	Buy	126 +30	+31%	+$3.61K	﹤0.01%	437
2026 Q1	$9.65K	Buy	96 +95	+9,500%	+$9.44K	﹤0.01%	575
2025 Q4	$84	Sell	1 -1	-50%	-$80	﹤0.01%	1102
2025 Q3	$150	Buy	+2	New	+$154	﹤0.01%	940

Other funds holding TKR

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

James T. Borello RIA's TKR Position: Q3 2026 in Review

James T. Borello RIA held its Timken Company (TKR) position steady in Q3 2026 at 126 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

James T. Borello RIA first reported a position in TKR in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.3K in Q2 2026. 59 funds tracked by Wall St. Rank hold TKR as of Q3 2026.

James T. Borello RIA held 126 shares of Timken Company worth $14.7K as of Q3 2026.
James T. Borello RIA left its Timken Company share count unchanged in Q3 2026.
Timken Company made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #501 holding.
James T. Borello RIA first reported a position in Timken Company in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Timken Company position peaked at $18.3K in Q2 2026.
59 funds tracked by Wall St. Rank held Timken Company as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.