Superior Planning, LLC’s Enerpac Tool Group EPAC Stock Holding History

Superior Planning, LLC’s Portfolio EPAC Stock Details EPAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.5K	Buy	+330	New	+$11.9K	﹤0.01%	884

Other funds holding EPAC

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $2.9B AUM 23.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's EPAC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Enerpac Tool Group (EPAC) in Q3 2026: 330 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings.

175 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Superior Planning, LLC held 330 shares of Enerpac Tool Group worth $11.5K as of Q3 2026.
Enerpac Tool Group was a new Superior Planning, LLC position in Q3 2026.
Enerpac Tool Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #884 holding.
175 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.