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Benjamin Edwards Inc’s Enerpac Tool Group EPAC Stock Holding History

Benjamin Edwards Inc’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
2025
Q2 		– Sell
-4,519
Closed -$203K – 1169
2025
Q1 		$203K Buy
+4,519
New +$200K ﹤0.01% 1047

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Vanguard Group
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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Benjamin Edwards Inc's EPAC Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 4,519 shares — an estimated $203K sold.

Benjamin Edwards Inc first reported a position in EPAC in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,519 Enerpac Tool Group shares in Q2 2025, an estimated $203K.
  • Benjamin Edwards Inc first reported a position in Enerpac Tool Group in Q1 2025 and held it in 1 quarter.
  • Benjamin Edwards Inc's Enerpac Tool Group position peaked at $203K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.