Moody National Bank Trust Division’s Enerpac Tool Group EPAC Stock Holding History

Moody National Bank Trust Division’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	$617K	Buy	17,210 +440	+3%	+$15.4K	0.05%	317
2026 Q1	$612K	Sell	16,770 -960	-5%	-$38K	0.06%	310
2025 Q4	$678K	Buy	17,730 +2,500	+16%	+$99K	0.07%	292
2025 Q3	$624K	Buy	15,230 +3,851	+34%	+$155K	0.05%	319
2025 Q2	$462K	Buy	11,379 +412	+4%	+$17.4K	0.04%	343
2025 Q1	$492K	Buy	10,967 +506	+5%	+$22.4K	0.05%	342
2024 Q4	$430K	Sell	10,461 -3,039	-23%	-$139K	0.05%	360
2024 Q3	$566K	Sell	13,500 -2,940	-18%	-$118K	0.06%	326
2024 Q2	$628K	Sell	16,440 -2,557	-13%	-$94.8K	0.05%	278
2024 Q1	$677K	Buy	18,997 +5,530	+41%	+$178K	0.05%	263
2023 Q4	$419K	Buy	13,467 +437	+3%	+$12.5K	0.03%	363
2023 Q3	$344K	Buy	13,030 +2,055	+19%	+$54.9K	0.02%	480
2023 Q2	$296K	Buy	10,975 +1,660	+18%	+$42.1K	0.02%	517
2023 Q1	$238K	Buy	+9,315	New	+$246K	0.02%	557
2019 Q1	–	Sell	-215	Closed	-$5K	–	1247
2018 Q4	$5K	Buy	+215	New	+$5.24K	﹤0.01%	770

Other funds holding EPAC

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM