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Mechanics Bank - Trust Department’s Enerpac Tool Group EPAC Stock Holding History

Mechanics Bank - Trust Department’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
-4,663
Closed -$209K – 218
2025
Q1 		$209K Sell
4,663
-332
-7% -$14.7K 0.03% 215
2024
Q4 		$205K Sell
4,995
-16
-0.3% -$733 0.03% 214
2024
Q3 		$210K Buy
+5,011
New +$201K 0.03% 198

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Mechanics Bank - Trust Department's EPAC Position: Q2 2025 in Review

Mechanics Bank - Trust Department sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 4,663 shares — an estimated $209K sold.

Mechanics Bank - Trust Department first reported a position in EPAC in Q3 2024 and held it in 3 quarters. The position peaked at $210K in Q3 2024. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

  • Mechanics Bank - Trust Department reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 4,663 Enerpac Tool Group shares in Q2 2025, an estimated $209K.
  • Mechanics Bank - Trust Department first reported a position in Enerpac Tool Group in Q3 2024 and held it in 3 quarters.
  • Mechanics Bank - Trust Department's Enerpac Tool Group position peaked at $210K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2025, filed 14 Jul 2025.