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Johnson Financial Group Inc (Wisconsin)’s Enerpac Tool Group EPAC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-5,281
Closed -$237K – 767
2025
Q1 		$237K Buy
5,281
+5,212
+7,554% +$231K 0.01% 323
2024
Q4 		$3.12K Sell
69
-5,212
-99% -$239K ﹤0.01% 770
2024
Q3 		$221K Sell
5,281
-1,802
-25% -$72.3K 0.01% 335
2024
Q2 		$270K Buy
7,083
+808
+13% +$29.9K 0.01% 282
2024
Q1 		$224K Buy
+6,275
New +$202K 0.01% 287

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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

Johnson Financial Group Inc (Wisconsin)'s EPAC Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 5,281 shares — an estimated $237K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EPAC in Q1 2024 and held it in 5 quarters. The position peaked at $270K in Q2 2024. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 5,281 Enerpac Tool Group shares in Q2 2025, an estimated $237K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Enerpac Tool Group in Q1 2024 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Enerpac Tool Group position peaked at $270K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.