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
Q2 		$748K Sell
20,859
-16,703
-44% -$586K ﹤0.01% 2732
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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Stifel Financial's EPAC Position: Q2 2026 in Review

Stifel Financial reduced its Enerpac Tool Group (EPAC) stake by 44% in Q2 2026, selling an estimated $586K and leaving 20,859 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Stifel Financial first reported a position in EPAC in Q1 2014 and has held it in 13 quarters since. The position peaked at $17.7M in Q4 2014. 278 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Stifel Financial held 20,859 shares of Enerpac Tool Group worth $748K as of Q2 2026.
  • Stifel Financial sold 16,703 Enerpac Tool Group shares in Q2 2026, an estimated $586K.
  • Enerpac Tool Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2732 holding.
  • Stifel Financial first reported a position in Enerpac Tool Group in Q1 2014 and has held it in 13 quarters since.
  • Stifel Financial's Enerpac Tool Group position peaked at $17.7M in Q4 2014.
  • 278 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.