Farther Finance Advisors’s Enerpac Tool Group EPAC Stock Holding History

Farther Finance Advisors’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	$15.6K	Buy	447 +204	+84%	+$7.34K	﹤0.01%	4340
2026 Q2	$8.71K	Buy	243 +33	+16%	+$1.16K	﹤0.01%	4513
2026 Q1	$7.63K	Buy	210 +32	+18%	+$1.27K	﹤0.01%	4280
2025 Q4	$6.81K	Buy	178 +146	+456%	+$5.78K	﹤0.01%	4153
2025 Q3	$1.31K	Buy	32 +13	+68%	+$525	﹤0.01%	4283
2025 Q2	$771	Hold	19	–	–	﹤0.01%	3956
2025 Q1	$877	Hold	19	–	–	﹤0.01%	3651
2024 Q4	$781	Sell	19 -5	-21%	-$229	﹤0.01%	3327
2024 Q3	$1K	Buy	24 +8	+50%	+$321	﹤0.01%	3243
2024 Q2	$601	Hold	16	–	–	﹤0.01%	3236
2024 Q1	$568	Hold	16	–	–	﹤0.01%	2980
2023 Q4	$497	Buy	+16	New	+$456	﹤0.01%	2981

Other funds holding EPAC

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's EPAC Position: Q3 2026 in Review

Farther Finance Advisors increased its Enerpac Tool Group (EPAC) stake by 84% in Q3 2026, buying an estimated $7.34K and bringing the position to 447 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4340.

Farther Finance Advisors first reported a position in EPAC in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

Farther Finance Advisors held 447 shares of Enerpac Tool Group worth $15.6K as of Q3 2026.
Farther Finance Advisors bought 204 Enerpac Tool Group shares in Q3 2026, an estimated $7.34K.
Enerpac Tool Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4340 holding.
Farther Finance Advisors first reported a position in Enerpac Tool Group in Q4 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.