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
2019
Q1 		– Sell
-5,000
Closed -$123K – 4421
2018
Q4 		$123K Buy
+5,000
New +$134K ﹤0.01% 2840
2017
Q4 		– Sell
-4,400
Closed -$115K – 4206
2017
Q3 		$115K Buy
+4,400
New +$116K ﹤0.01% 2924

Other funds holding EPD

AA
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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. 1,611 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.