Birch Financial Group’s Enterprise Products Partners EPD Stock Holding History

Birch Financial Group’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 Q2	$209K	Sell	5,695 -1,129	-17%	-$42.6K	0.11%	132
2026 Q1	$258K	Buy	6,824 +44	+0.6%	+$1.56K	0.15%	112
2025 Q4	$217K	Buy	6,780 +238	+4%	+$7.53K	0.12%	128
2025 Q3	$205K	Buy	+6,542	New	+$206K	0.12%	123
2025 Q2	–	Sell	-6,351	Closed	-$217K	–	119
2025 Q1	$217K	Buy	+6,351	New	+$212K	0.19%	97

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Birch Financial Group's EPD Position: Q2 2026 in Review

Birch Financial Group reduced its Enterprise Products Partners (EPD) stake by 17% in Q2 2026, selling an estimated $42.6K and leaving 5,695 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #132.

Birch Financial Group first reported a position in EPD in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Birch Financial Group held 5,695 shares of Enterprise Products Partners worth $209K as of Q2 2026.
Birch Financial Group sold 1,129 Enterprise Products Partners shares in Q2 2026, an estimated $42.6K.
Enterprise Products Partners made up 0.11% of Birch Financial Group's portfolio in Q2 2026, its #132 holding.
Birch Financial Group first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 5 quarters since.
Birch Financial Group's Enterprise Products Partners position peaked at $258K in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.