Stifel Financial
EPAC icon

Stifel Financial’s Enerpac Tool Group EPAC Stock Holding History

Stifel 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
Q1 		$1.37M Sell
37,562
-4,840
-11% -$192K ﹤0.01% 2230
2025
Q4 		$1.62M Sell
42,402
-7,817
-16% -$310K ﹤0.01% 2081
2025
Q3 		$2.06M Sell
50,219
-2,571
-5% -$104K ﹤0.01% 1889
2025
Q2 		$2.14M Sell
52,790
-9,783
-16% -$412K ﹤0.01% 1798
2025
Q1 		$2.81M Sell
62,573
-10,683
-15% -$474K ﹤0.01% 1524
2024
Q4 		$3.01M Buy
+73,256
New +$3.35M ﹤0.01% 1517
2015
Q3 		– Sell
-80,902
Closed -$1.87M – 2281
2015
Q2 		$1.87M Sell
80,902
-295,767
-79% -$7.08M 0.01% 1042
2015
Q1 		$8.94M Sell
376,669
-82,834
-18% -$2.03M 0.05% 434
2014
Q4 		$17.7M Sell
459,503
-28,834
-6% -$860K 0.1% 262
2014
Q3 		$14.9M Sell
488,337
-9,600
-2% -$317K 0.13% 193
2014
Q2 		$17.2M Buy
497,937
+38,382
+8% +$1.33M 0.15% 167
2014
Q1 		$15.7M Buy
+459,555
New +$15.9M 0.15% 176

Other funds holding EPAC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return