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Summit Global Investments’s Enerpac Tool Group EPAC Stock Holding History

Summit Global Investments’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 		$211K Hold
5,887
– – 0.01% 509
2026
Q1 		$215K Hold
5,887
– – 0.01% 467
2025
Q4 		$225K Sell
5,887
-79
-1% -$3.13K 0.01% 452
2025
Q3 		$245K Buy
+5,966
New +$241K 0.01% 425

Other funds holding EPAC

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Global Investments's EPAC Position: Q2 2026 in Review

Summit Global Investments held its Enerpac Tool Group (EPAC) position steady in Q2 2026 at 5,887 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #509.

Summit Global Investments first reported a position in EPAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $245K in Q3 2025. 64 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

  • Summit Global Investments held 5,887 shares of Enerpac Tool Group worth $211K as of Q2 2026.
  • Summit Global Investments left its Enerpac Tool Group share count unchanged in Q2 2026.
  • Enerpac Tool Group made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #509 holding.
  • Summit Global Investments first reported a position in Enerpac Tool Group in Q3 2025 and has held it in 4 quarters since.
  • Summit Global Investments's Enerpac Tool Group position peaked at $245K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.