Valley National Advisers’s Enerpac Tool Group EPAC Stock Holding History

Valley National Advisers’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	$144	Buy	+4	New	+$140	﹤0.01%	1020
2023 Q3	–	Sell	-4	Closed	-$1K	–	1081
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	874
2023 Q1	$0	Hold	4	–	–	﹤0.01%	912
2022 Q4	$0	Hold	4	–	–	﹤0.01%	883
2022 Q3	$0	Hold	4	–	–	﹤0.01%	933
2022 Q2	$0	Hold	4	–	–	﹤0.01%	915
2022 Q1	$0	Hold	4	–	–	﹤0.01%	932
2021 Q4	$0	Hold	4	–	–	﹤0.01%	928
2021 Q3	$0	Hold	4	–	–	﹤0.01%	889
2021 Q2	$0	Hold	4	–	–	﹤0.01%	904
2021 Q1	$0	Hold	4	–	–	﹤0.01%	862
2020 Q4	$0	Hold	4	–	–	﹤0.01%	818
2020 Q3	$0	Hold	4	–	–	﹤0.01%	788
2020 Q2	$0	Hold	4	–	–	﹤0.01%	790
2020 Q1	$0	Hold	4	–	–	﹤0.01%	775
2019 Q4	$0	Buy	+4	New	+$98	﹤0.01%	766

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Valley National Advisers's EPAC Position: Q2 2026 in Review

Valley National Advisers opened a new position in Enerpac Tool Group (EPAC) in Q2 2026: 4 shares worth $144. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in EPAC as recently as Q2 2023.

Valley National Advisers first reported a position in EPAC in Q4 2019 and has held it in 16 quarters since. The position peaked at $1K in Q2 2023. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

Valley National Advisers held 4 shares of Enerpac Tool Group worth $144 as of Q2 2026.
Enerpac Tool Group was a new Valley National Advisers position in Q2 2026.
Enerpac Tool Group made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1020 holding.
Valley National Advisers first reported a position in Enerpac Tool Group in Q4 2019 and has held it in 16 quarters since.
Valley National Advisers's Enerpac Tool Group position peaked at $1K in Q2 2023.
277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.