Private Trust Company’s Enerpac Tool Group EPAC Stock Holding History

Private Trust Company’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	$932	Hold	26	–	–	﹤0.01%	2597
2026 Q1	$948	Hold	26	–	–	﹤0.01%	2492
2025 Q4	$994	Hold	26	–	–	﹤0.01%	2426
2025 Q3	$1.07K	Hold	26	–	–	﹤0.01%	2433
2025 Q2	$1.05K	Hold	26	–	–	﹤0.01%	2363
2025 Q1	$1.17K	Buy	+26	New	+$1.15K	﹤0.01%	2343
2014 Q4	–	Sell	-47	Closed	-$1K	–	551
2014 Q3	$1K	Hold	47	–	–	﹤0.01%	1724
2014 Q2	$2K	Sell	47 -6	-11%	-$208	﹤0.01%	1586
2014 Q1	$2K	Sell	53 -36	-40%	-$1.24K	﹤0.01%	1471
2013 Q4	$3K	Hold	89	–	–	﹤0.01%	1324
2013 Q3	$3K	Hold	89	–	–	﹤0.01%	1270
2013 Q2	$3K	Buy	+89	New	+$2.85K	﹤0.01%	1210

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Private Trust Company's EPAC Position: Q2 2026 in Review

Private Trust Company held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 26 shares worth $932. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Private Trust Company first reported a position in EPAC in Q2 2013 and has held it in 12 quarters since. The position peaked at $3K in Q4 2013. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

Private Trust Company held 26 shares of Enerpac Tool Group worth $932 as of Q2 2026.
Private Trust Company left its Enerpac Tool Group share count unchanged in Q2 2026.
Enerpac Tool Group made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2597 holding.
Private Trust Company first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 12 quarters since.
Private Trust Company's Enerpac Tool Group position peaked at $3K in Q4 2013.
277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.