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
2025 Q4	–	Sell	-100,000	Closed	-$3.13M	–	3671
2025 Q3	$3.13M	Hold	100,000	–	–	﹤0.01%	1486
2025 Q2	$3.1M	Hold	100,000	–	–	﹤0.01%	1427
2025 Q1	$3.41M	Hold	100,000	–	–	﹤0.01%	1322
2024 Q4	$3.14M	Buy	+100,000	New	+$3.07M	﹤0.01%	1382
2021 Q2	–	Sell	-121,200	Closed	-$2.8M	–	4035
2021 Q1	$2.8M	Buy	+121,200	New	+$2.66M	﹤0.01%	1620
2019 Q3	–	Sell	-86,500	Closed	-$2.5M	–	4791
2019 Q2	$2.5M	Buy	+86,500	New	+$2.49M	﹤0.01%	1542
2018 Q1	–	Sell	-25,000	Closed	-$663K	–	4194
2017 Q4	$663K	Buy	25,000 +23,800	+1,983%	+$603K	﹤0.01%	2157
2017 Q3	$31K	Sell	1,200 -50,000	-98%	-$1.32M	﹤0.01%	3385
2017 Q2	$1.39M	Buy	+51,200	New	+$1.39M	﹤0.01%	1827
2014 Q2	–	Sell	-84,600	Closed	-$2.93M	–	4718
2014 Q1	$2.93M	Buy	+84,600	New	+$2.8M	﹤0.01%	1157

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 $6.36B AUM 17.8% 1-Year Est. Return

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. 1,611 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.
1,611 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.