Everence Capital Management’s Enerpac Tool Group EPAC Stock Holding History

Everence Capital Management’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	$284K	Hold	8,150	–	–	0.01%	630
2026 Q2	$292K	Hold	8,150	–	–	0.02%	646
2026 Q1	$297K	Sell	8,150 -2,880	-26%	-$114K	0.02%	576
2025 Q4	$422K	Hold	11,030	–	–	0.03%	449
2025 Q3	$452K	Hold	11,030	–	–	0.03%	428
2025 Q2	$447K	Hold	11,030	–	–	0.03%	414
2025 Q1	$495K	Hold	11,030	–	–	0.03%	372
2024 Q4	$453K	Sell	11,030 -8,910	-45%	-$408K	0.03%	399
2024 Q3	$835K	Hold	19,940	–	–	0.05%	278
2024 Q2	$710K	Hold	19,940	–	–	0.05%	293
2024 Q1	$711K	Hold	19,940	–	–	0.05%	300
2023 Q4	$620K	Hold	19,940	–	–	0.04%	333
2023 Q3	$527K	Hold	19,940	–	–	0.04%	370
2023 Q2	$507K	Hold	19,940	–	–	0.04%	345
2023 Q1	$508K	Hold	19,940	–	–	0.04%	359
2022 Q4	$507K	Hold	19,940	–	–	0.04%	363
2022 Q3	$356K	Hold	19,940	–	–	0.03%	457
2022 Q2	$379K	Buy	19,940 +8,150	+69%	+$164K	0.03%	441
2022 Q1	$258K	Buy	+11,790	New	+$223K	0.02%	608
2021 Q4	–	Sell	-12,470	Closed	-$259K	–	771
2021 Q3	$259K	Buy	+12,470	New	+$310K	0.02%	601
2020 Q3	–	Sell	-13,840	Closed	-$248K	–	697
2020 Q2	$248K	Hold	13,840	–	–	0.03%	514
2020 Q1	$229K	Hold	13,840	–	–	0.03%	470
2019 Q4	$360K	Hold	13,840	–	–	0.05%	412
2019 Q3	$304K	Hold	13,840	–	–	0.05%	427
2019 Q2	$343K	Buy	13,840 +5,610	+68%	+$138K	0.06%	385
2019 Q1	$201K	Buy	+8,230	New	+$193K	0.04%	549

Other funds holding EPAC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Everence Capital Management's EPAC Position: Q3 2026 in Review

Everence Capital Management held its Enerpac Tool Group (EPAC) position steady in Q3 2026 at 8,150 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #630.

Everence Capital Management first reported a position in EPAC in Q1 2019 and has held it in 26 quarters since. The position peaked at $835K in Q3 2024. 101 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Everence Capital Management held 8,150 shares of Enerpac Tool Group worth $284K as of Q3 2026.
Everence Capital Management left its Enerpac Tool Group share count unchanged in Q3 2026.
Enerpac Tool Group made up 0.01% of Everence Capital Management's portfolio in Q3 2026, its #630 holding.
Everence Capital Management first reported a position in Enerpac Tool Group in Q1 2019 and has held it in 26 quarters since.
Everence Capital Management's Enerpac Tool Group position peaked at $835K in Q3 2024.
101 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.