Yousif Capital Management’s Timken Company TKR Stock Holding History

Yousif Capital Management’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	$2.68M	Sell	18,453 -1,239	-6%	-$149K	0.03%	548
2026 Q1	$1.98M	Sell	19,692 -1,012	-5%	-$101K	0.02%	675
2025 Q4	$1.88M	Sell	20,704 -467	-2%	-$37.1K	0.02%	741
2025 Q3	$1.59M	Sell	21,171 -1,397	-6%	-$108K	0.02%	842
2025 Q2	$1.64M	Sell	22,568 -430	-2%	-$29.2K	0.02%	853
2025 Q1	$1.65M	Sell	22,998 -449	-2%	-$34.7K	0.02%	830
2024 Q4	$1.67M	Sell	23,447 -841	-3%	-$66.1K	0.02%	854
2024 Q3	$2.05M	Sell	24,288 -3,759	-13%	-$309K	0.02%	764
2024 Q2	$2.25M	Sell	28,047 -2,360	-8%	-$204K	0.03%	708
2024 Q1	$2.66M	Sell	30,407 -700	-2%	-$57.7K	0.03%	653
2023 Q4	$2.49M	Sell	31,107 -151	-0.5%	-$11.1K	0.03%	667
2023 Q3	$2.3M	Sell	31,258 -2,005	-6%	-$163K	0.03%	653
2023 Q2	$3.04M	Sell	33,263 -1,370	-4%	-$108K	0.04%	542
2023 Q1	$2.83M	Sell	34,633 -444	-1%	-$35.9K	0.04%	564
2022 Q4	$2.48M	Sell	35,077 -128	-0.4%	-$8.94K	0.03%	630
2022 Q3	$2.08M	Sell	35,205 -3,824	-10%	-$237K	0.03%	708
2022 Q2	$2.07M	Buy	39,029 +550	+1%	+$32.1K	0.03%	794
2022 Q1	$2.34M	Buy	38,479 +2,626	+7%	+$175K	0.03%	823
2021 Q4	$2.48M	Buy	+35,853	New	+$2.51M	0.03%	816

Other funds holding TKR

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Yousif Capital Management's TKR Position: Q2 2026 in Review

Yousif Capital Management reduced its Timken Company (TKR) stake by 6.3% in Q2 2026, selling an estimated $149K and leaving 18,453 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #548.

Yousif Capital Management first reported a position in TKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q2 2023. 65 funds tracked by Wall St. Rank hold TKR as of Q2 2026.

Yousif Capital Management held 18,453 shares of Timken Company worth $2.68M as of Q2 2026.
Yousif Capital Management sold 1,239 Timken Company shares in Q2 2026, an estimated $149K.
Timken Company made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #548 holding.
Yousif Capital Management first reported a position in Timken Company in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Timken Company position peaked at $3.04M in Q2 2023.
65 funds tracked by Wall St. Rank held Timken Company as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.