Confluence Wealth Services, Inc.

Position in TKR — Timken Co

CIK 1910411 MCMURRAY, PA

Position in TKR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$203,448

+$172,892 QoQ

Shares Held

1,400

+217.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#460

of 600 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $3,821,954 across 3 Tools & Accessories names. TKR ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	6,938	$2,791,851
2	SWK	Stanley Black & Decker, Inc.	8,783	$826,655
3	TKR	Timken Co This page	1,400	$203,448

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,448	1,400	+217.5%	Shares	Sole	2026-07-22
2021-12-31	$30,556	441	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.