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Principal Securities’s Enerpac Tool Group EPAC Stock Holding History

Principal Securities’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
-50
Closed -$2.05K – 1973
2025
Q3 		$2.05K Hold
50
– – ﹤0.01% 3225
2025
Q2 		$2.03K Hold
50
– – ﹤0.01% 3145
2025
Q1 		$2.06K Hold
50
– – ﹤0.01% 3040
2024
Q4 		$2.06K Sell
50
-18
-26% -$824 ﹤0.01% 3034
2024
Q3 		$2.85K Buy
68
+10
+17% +$401 ﹤0.01% 2846
2024
Q2 		$2.21K Buy
58
+11
+23% +$408 ﹤0.01% 2887
2024
Q1 		$1.68K Hold
47
– – ﹤0.01% 2918
2023
Q4 		$1.46K Buy
+47
New +$1.34K ﹤0.01% 2880

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Principal Securities's EPAC Position: Q4 2025 in Review

Principal Securities sold out of Enerpac Tool Group (EPAC) in Q4 2025, closing a stake of 50 shares — an estimated $2.05K sold.

Principal Securities first reported a position in EPAC in Q4 2023 and held it in 8 quarters. The position peaked at $2.85K in Q3 2024. 255 funds tracked by Wall St. Rank hold EPAC as of Q4 2025.

  • Principal Securities reported no remaining Enerpac Tool Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 50 Enerpac Tool Group shares in Q4 2025, an estimated $2.05K.
  • Principal Securities first reported a position in Enerpac Tool Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Enerpac Tool Group position peaked at $2.85K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.