Bank of Montreal
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Bank of Montreal’s Enterprise Products Partners EPD Stock Holding History

Bank of Montreal’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.95M Sell
51,458
-311,639
-86% -$11M ﹤0.01% 1681
2025
Q4 		$11.6M Sell
363,097
-1,652
-0.5% -$52.2K ﹤0.01% 1055
2025
Q3 		$11.4M Buy
364,749
+95
+0% +$3K ﹤0.01% 999
2025
Q2 		$11.3M Sell
364,654
-175
-0% -$5.45K 0.01% 927
2025
Q1 		$12.5M Sell
364,829
-39,610
-10% -$1.32M 0.01% 866
2024
Q4 		$12.7M Buy
404,439
+382,979
+1,785% +$11.8M 0.01% 908
2024
Q3 		$626K Sell
21,460
-3,911
-15% -$114K ﹤0.01% 2270
2024
Q2 		$739K Buy
25,371
+570
+2% +$16.3K ﹤0.01% 2198
2024
Q1 		$725K Buy
24,801
+5,782
+30% +$159K ﹤0.01% 2193
2023
Q4 		$501K Buy
19,019
+69
+0.4% +$1.84K ﹤0.01% 2502
2023
Q3 		$512K Sell
18,950
-1,031
-5% -$27.6K ﹤0.01% 2443
2023
Q2 		$528K Sell
19,981
-959,439
-98% -$25.1M ﹤0.01% 2560
2023
Q1 		$25.4M Buy
979,420
+948,675
+3,086% +$24.4M 0.01% 596
2022
Q4 		$742K Buy
30,745
+2,907
+10% +$71.6K ﹤0.01% 2367
2022
Q3 		$717 Sell
27,838
-161,636
-85% -$4.17M ﹤0.01% 2362
2022
Q2 		$4.7K Sell
189,474
-76
-0% -$2K ﹤0.01% 1464
2022
Q1 		$4.95M Sell
189,550
-718,518
-79% -$17.4M ﹤0.01% 1502
2021
Q4 		$19.7M Sell
908,068
-981,440
-52% -$22M 0.01% 745
2021
Q3 		$41.4M Sell
1,889,508
-517,573
-22% -$11.8M 0.02% 618
2021
Q2 		$58.3M Buy
2,407,081
+157,941
+7% +$3.74M 0.03% 464
2021
Q1 		$52M Sell
2,249,140
-259,597
-10% -$5.71M 0.03% 393
2020
Q4 		$54.6M Sell
2,508,737
-1,996,611
-44% -$37.2M 0.04% 396
2020
Q3 		$73.8M Sell
4,505,348
-4,800,814
-52% -$84.1M 0.06% 255
2020
Q2 		$161M Buy
9,306,162
+2,221,464
+31% +$39.7M 0.15% 126
2020
Q1 		$102M Sell
7,084,698
-8,306,880
-54% -$193M 0.12% 157
2019
Q4 		$433M Sell
15,391,578
-2,028,576
-12% -$55M 0.33% 61
2019
Q3 		$498M Buy
17,420,154
+4,143,815
+31% +$121M 0.43% 50
2019
Q2 		$383M Buy
13,276,339
+4,338,709
+49% +$125M 0.32% 62
2019
Q1 		$260M Buy
8,937,630
+4,151,710
+87% +$116M 0.22% 88
2018
Q4 		$118M Buy
4,785,920
+793,767
+20% +$21.2M 0.11% 165
2018
Q3 		$115M Buy
3,992,153
+181,062
+5% +$5.23M 0.09% 209
2018
Q2 		$105M Sell
3,811,091
-3,315,184
-47% -$90.7M 0.09% 212
2018
Q1 		$174M Buy
7,126,275
+4,151,576
+140% +$111M 0.16% 137
2017
Q4 		$78.9M Sell
2,974,699
-10,489,148
-78% -$266M 0.07% 260
2017
Q3 		$351M Buy
13,463,847
+618,606
+5% +$16.4M 0.32% 63
2017
Q2 		$348M Sell
12,845,241
-931,290
-7% -$25.2M 0.33% 56
2017
Q1 		$380M Sell
13,776,531
-299,119
-2% -$8.36M 0.36% 53
2016
Q4 		$365M Buy
14,075,650
+5,897,747
+72% +$154M 0.38% 48
2016
Q3 		$226M Buy
8,177,903
+1,199,631
+17% +$33.1M 0.25% 78
2016
Q2 		$204M Buy
6,978,272
+819,034
+13% +$22M 0.23% 88
2016
Q1 		$152M Buy
6,159,238
+5,785,873
+1,550% +$135M 0.16% 103
2015
Q4 		$9.55M Sell
373,365
-1,125,976
-75% -$29.3M 0.01% 742
2015
Q3 		$37.3M Buy
1,499,341
+898,289
+149% +$24.9M 0.05% 300
2015
Q2 		$18M Buy
601,052
+315,822
+111% +$10.3M 0.02% 561
2015
Q1 		$9.39M Buy
285,230
+188,171
+194% +$6.3M 0.01% 830
2014
Q4 		$3.51M Sell
97,059
-46,617
-32% -$1.72M ﹤0.01% 1173
2014
Q3 		$5.79M Sell
143,676
-176
-0.1% -$6.91K 0.01% 1027
2014
Q2 		$5.63M Sell
143,852
-20,902
-13% -$771K 0.01% 1041
2014
Q1 		$5.71M Buy
164,754
+83,532
+103% +$2.77M 0.01% 890
2013
Q4 		$2.69M Buy
81,222
+5,976
+8% +$186K ﹤0.01% 1059
2013
Q3 		$2.3M Buy
75,246
+7,536
+11% +$230K ﹤0.01% 1107
2013
Q2 		$2.1M Buy
+67,710
New +$2.05M ﹤0.01% 1074

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of Montreal's EPD Position: Q1 2026 in Review

Bank of Montreal reduced its Enterprise Products Partners (EPD) stake by 86% in Q1 2026, selling an estimated $11M and leaving 51,458 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Bank of Montreal first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $498M in Q3 2019. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Bank of Montreal held 51,458 shares of Enterprise Products Partners worth $1.95M as of Q1 2026.
  • Bank of Montreal sold 311,639 Enterprise Products Partners shares in Q1 2026, an estimated $11M.
  • Enterprise Products Partners made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1681 holding.
  • Bank of Montreal first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Enterprise Products Partners position peaked at $498M in Q3 2019.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.