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Bard Financial Services’s Enterprise Products Partners EPD Stock Holding History

Bard Financial Services’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
Q3 		$5.26M Buy
168,200
+1,250
+0.7% +$39.4K 0.58% 49
2025
Q2 		$5.18M Hold
166,950
– – 0.62% 49
2025
Q1 		$5.7M Buy
166,950
+7,500
+5% +$250K 0.7% 43
2024
Q4 		$5M Sell
159,450
-16,425
-9% -$505K 0.6% 49
2024
Q3 		$5.12M Sell
175,875
-11,250
-6% -$329K 0.6% 45
2024
Q2 		$5.42M Buy
187,125
+7,500
+4% +$215K 0.56% 46
2024
Q1 		$5.24M Sell
179,625
-550
-0.3% -$15.1K 0.56% 50
2023
Q4 		$4.75M Sell
180,175
-4,350
-2% -$116K 0.53% 50
2023
Q3 		$5.05M Buy
184,525
+1,250
+0.7% +$33.4K 0.62% 43
2023
Q2 		$4.83M Hold
183,275
– – 0.37% 68
2023
Q1 		$4.75M Buy
183,275
+7,750
+4% +$199K 0.38% 69
2022
Q4 		$4.23M Buy
175,525
+9,250
+6% +$228K 0.36% 68
2022
Q3 		$3.95M Buy
166,275
+14,250
+9% +$368K 0.37% 66
2022
Q2 		$3.71M Buy
152,025
+13,000
+9% +$342K 0.34% 73
2022
Q1 		$3.59M Sell
139,025
-4,000
-3% -$97.1K 0.29% 87
2021
Q4 		$3.14M Buy
143,025
+4,950
+4% +$111K 0.25% 91
2021
Q3 		$2.99M Buy
138,075
+750
+0.5% +$17K 0.26% 91
2021
Q2 		$3.31M Buy
137,325
+10,225
+8% +$242K 0.29% 86
2021
Q1 		$2.8M Buy
127,100
+2,700
+2% +$59.4K 0.27% 89
2020
Q4 		$2.44M Buy
+124,400
New +$2.32M 0.24% 93

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bard Financial Services's EPD Position: Q3 2025 in Review

Bard Financial Services increased its Enterprise Products Partners (EPD) stake by 0.75% in Q3 2025, buying an estimated $39.4K and bringing the position to 168,200 shares worth $5.26M. The position accounts for 0.58% of the portfolio, ranked #49.

Bard Financial Services first reported a position in EPD in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.7M in Q1 2025. 1,428 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Bard Financial Services held 168,200 shares of Enterprise Products Partners worth $5.26M as of Q3 2025.
  • Bard Financial Services bought 1,250 Enterprise Products Partners shares in Q3 2025, an estimated $39.4K.
  • Enterprise Products Partners made up 0.58% of Bard Financial Services's portfolio in Q3 2025, its #49 holding.
  • Bard Financial Services first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Enterprise Products Partners position peaked at $5.7M in Q1 2025.
  • 1,428 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.