Raymond James Financial’s Enerpac Tool Group EPAC Stock Holding History

Raymond James Financial’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	$775K	Sell	21,623 -4,570	-17%	-$160K	﹤0.01%	4179
2026 Q1	$955K	Buy	26,193 +4,026	+18%	+$160K	﹤0.01%	3884
2025 Q4	$848K	Sell	22,167 -884	-4%	-$35K	﹤0.01%	3891
2025 Q3	$945K	Sell	23,051 -2,285	-9%	-$92.2K	﹤0.01%	3713
2025 Q2	$1.03M	Sell	25,336 -211	-0.8%	-$8.89K	﹤0.01%	3569
2025 Q1	$1.15M	Sell	25,547 -3,288	-11%	-$146K	﹤0.01%	3385
2024 Q4	$1.18M	Buy	+28,835	New	+$1.32M	﹤0.01%	3333

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 $3.38T AUM 44.17% 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

Raymond James Financial's EPAC Position: Q2 2026 in Review

Raymond James Financial reduced its Enerpac Tool Group (EPAC) stake by 17% in Q2 2026, selling an estimated $160K and leaving 21,623 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #4179.

Raymond James Financial first reported a position in EPAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2024. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

Raymond James Financial held 21,623 shares of Enerpac Tool Group worth $775K as of Q2 2026.
Raymond James Financial sold 4,570 Enerpac Tool Group shares in Q2 2026, an estimated $160K.
Enerpac Tool Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4179 holding.
Raymond James Financial first reported a position in Enerpac Tool Group in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Enerpac Tool Group position peaked at $1.18M in Q4 2024.
277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.