Mechanics Financial Corp’s Enerpac Tool Group EPAC Stock Holding History

Mechanics Financial Corp’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 Q4	–	Sell	-225	Closed	-$9.22K	–	239
2025 Q3	$9.22K	Hold	225	–	–	﹤0.01%	225
2025 Q2	$9.13K	Hold	225	–	–	﹤0.01%	226
2025 Q1	$10.1K	Hold	225	–	–	﹤0.01%	226
2024 Q4	$9.24K	Hold	225	–	–	﹤0.01%	214
2024 Q3	$9.43K	Hold	225	–	–	﹤0.01%	217
2024 Q2	$8.59K	Hold	225	–	–	﹤0.01%	203
2024 Q1	$8.02K	Buy	225 +100	+80%	+$3.22K	﹤0.01%	199
2023 Q4	$3.89K	Hold	125	–	–	﹤0.01%	194
2023 Q3	$3.3K	Hold	125	–	–	﹤0.01%	199
2023 Q2	$3.38K	Hold	125	–	–	﹤0.01%	206
2023 Q1	$3.19K	Hold	125	–	–	﹤0.01%	202
2022 Q4	$3K	Hold	125	–	–	﹤0.01%	200
2022 Q3	$2K	Hold	125	–	–	﹤0.01%	212
2022 Q2	$2K	Hold	125	–	–	﹤0.01%	220
2022 Q1	$3K	Hold	125	–	–	﹤0.01%	210
2021 Q4	$3K	Buy	+125	New	+$2.69K	﹤0.01%	210

Other funds holding EPAC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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