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

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of Montreal's EPD Position: Q2 2026 in Review

Bank of Montreal reduced its Enterprise Products Partners (EPD) stake by 7.2% in Q2 2026, selling an estimated $140K and leaving 47,751 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Bank of Montreal first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $498M in Q3 2019. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Bank of Montreal held 47,751 shares of Enterprise Products Partners worth $1.76M as of Q2 2026.
  • Bank of Montreal sold 3,707 Enterprise Products Partners shares in Q2 2026, an estimated $140K.
  • Enterprise Products Partners made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1797 holding.
  • Bank of Montreal first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Enterprise Products Partners position peaked at $498M in Q3 2019.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.