Root Financial Partners
EPAC icon

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
Q3 		$3.56K Buy
+102
New +$3.67K ﹤0.01% 2362
2026
Q2 		– Sell
-35
Closed -$1.28K – 1250
2026
Q1 		$1.28K Buy
+35
New +$1.39K ﹤0.01% 2500

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Dimensional Fund Advisors
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GW&K Investment Management
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Root Financial Partners's EPAC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Enerpac Tool Group (EPAC) in Q3 2026: 102 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EPAC as recently as Q1 2026.

Root Financial Partners first reported a position in EPAC in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold EPAC as of Q3 2026.

  • Root Financial Partners held 102 shares of Enerpac Tool Group worth $3.56K as of Q3 2026.
  • Enerpac Tool Group was a new Root Financial Partners position in Q3 2026.
  • Enerpac Tool Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2362 holding.
  • Root Financial Partners first reported a position in Enerpac Tool Group in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.