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 Q1	$1.28K	Buy	+35	New	+$1.39K	﹤0.01%	2500

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's EPAC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Enerpac Tool Group (EPAC) in Q1 2026: 35 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings.

256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

Root Financial Partners held 35 shares of Enerpac Tool Group worth $1.28K as of Q1 2026.
Enerpac Tool Group was a new Root Financial Partners position in Q1 2026.
Enerpac Tool Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2500 holding.
256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.