Jones Financial Companies
EPAC icon

Jones Financial Companies’s Enerpac Tool Group EPAC Stock Holding History

Jones Financial Companies’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 		$165K Buy
4,478
+1,466
+49% +$51.4K ﹤0.01% 2664
2026
Q1 		$103K Buy
3,012
+2,963
+6,047% +$117K ﹤0.01% 2657
2025
Q4 		$1.87K Buy
49
+2
+4% +$79 ﹤0.01% 3833
2025
Q3 		$1.89K Sell
47
-90
-66% -$3.63K ﹤0.01% 3711
2025
Q2 		$5.69K Buy
137
+47
+52% +$1.98K ﹤0.01% 3097
2025
Q1 		$4.03K Buy
+90
New +$3.99K ﹤0.01% 3021

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 $3.38T AUM 44.17% 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

Jones Financial Companies's EPAC Position: Q2 2026 in Review

Jones Financial Companies increased its Enerpac Tool Group (EPAC) stake by 49% in Q2 2026, buying an estimated $51.4K and bringing the position to 4,478 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Jones Financial Companies first reported a position in EPAC in Q1 2025 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Jones Financial Companies held 4,478 shares of Enerpac Tool Group worth $165K as of Q2 2026.
  • Jones Financial Companies bought 1,466 Enerpac Tool Group shares in Q2 2026, an estimated $51.4K.
  • Enerpac Tool Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2664 holding.
  • Jones Financial Companies first reported a position in Enerpac Tool Group in Q1 2025 and has held it in 6 quarters since.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.