AF
EPAC icon

Allworth Financial’s Enerpac Tool Group EPAC Stock Holding History

Allworth Financial’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
Q1 		$30.7K Buy
843
+125
+17% +$4.95K ﹤0.01% 2687
2025
Q4 		$27.5K Sell
718
-2
-0.3% -$79 ﹤0.01% 2595
2025
Q3 		$29.5K Buy
720
+8
+1% +$323 ﹤0.01% 2469
2025
Q2 		$28.9K Hold
712
– – ﹤0.01% 2281
2025
Q1 		$28.6K Hold
712
– – ﹤0.01% 1862
2024
Q4 		$32K Hold
712
– – ﹤0.01% 1807
2024
Q3 		$29.8K Sell
712
-24
-3% -$962 ﹤0.01% 1663
2024
Q2 		$29.3K Sell
736
-16
-2% -$593 ﹤0.01% 1635
2024
Q1 		$26.8K Buy
752
+10
+1% +$322 ﹤0.01% 1601
2023
Q4 		$23.1K Sell
742
-1
-0.1% -$29 ﹤0.01% 1568
2023
Q3 		$19.6K Buy
743
+31
+4% +$828 ﹤0.01% 1525
2023
Q2 		$19.2K Hold
712
– – ﹤0.01% 1564
2023
Q1 		$18.2K Hold
712
– – ﹤0.01% 1512
2022
Q4 		$18.1K Hold
712
– – ﹤0.01% 1411
2022
Q3 		$13K Buy
+712
New +$13.8K ﹤0.01% 1476
2021
Q4 		– Sell
-72
Closed -$1K – 1984
2021
Q3 		$1K Hold
72
– – ﹤0.01% 1749
2021
Q2 		$2K Hold
72
– – ﹤0.01% 1363
2021
Q1 		$2K Hold
72
– – ﹤0.01% 1292
2020
Q4 		$2K Hold
72
– – ﹤0.01% 1145
2020
Q3 		$1K Hold
72
– – ﹤0.01% 1081
2020
Q2 		$1K Buy
+72
New +$1.22K ﹤0.01% 1086

Other funds holding EPAC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return