CFGW
EPAC icon

Chancellor Financial Group WB’s Enerpac Tool Group EPAC Stock Holding History

Chancellor Financial Group WB’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
Q2 		$216K Hold
6,025
– – 0.13% 135
2026
Q1 		$220K Hold
6,025
– – 0.16% 128
2025
Q4 		$230K Hold
6,025
– – 0.16% 119
2025
Q3 		$247K Hold
6,025
– – 0.17% 110
2025
Q2 		$244K Hold
6,025
– – 0.19% 111
2025
Q1 		$270K Hold
6,025
– – 0.22% 89
2024
Q4 		$248K Buy
+6,025
New +$276K 0.2% 101

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Chancellor Financial Group WB's EPAC Position: Q2 2026 in Review

Chancellor Financial Group WB held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 6,025 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #135.

Chancellor Financial Group WB first reported a position in EPAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q1 2025. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Chancellor Financial Group WB held 6,025 shares of Enerpac Tool Group worth $216K as of Q2 2026.
  • Chancellor Financial Group WB left its Enerpac Tool Group share count unchanged in Q2 2026.
  • Enerpac Tool Group made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #135 holding.
  • Chancellor Financial Group WB first reported a position in Enerpac Tool Group in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Enerpac Tool Group position peaked at $270K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.