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Root Financial Partners’s Enerpac Tool Group EPAC Stock Holding History

Root Financial Partners’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 		– Sell
-35
Closed -$1.28K – 1250
2026
Q1 		$1.28K Buy
+35
New +$1.39K ﹤0.01% 2500

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Capital International Investors
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Vanguard Capital Management
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State Street
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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
CB
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Root Financial Partners's EPAC Position: Q2 2026 in Review

Root Financial Partners sold out of Enerpac Tool Group (EPAC) in Q2 2026, closing a stake of 35 shares — an estimated $1.28K sold.

Root Financial Partners first reported a position in EPAC in Q1 2026 and held it in 1 quarter. The position peaked at $1.28K in Q1 2026. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Root Financial Partners reported no remaining Enerpac Tool Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 Enerpac Tool Group shares in Q2 2026, an estimated $1.28K.
  • Root Financial Partners first reported a position in Enerpac Tool Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Enerpac Tool Group position peaked at $1.28K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.