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BOK Financial Private Wealth’s Enterprise Products Partners EPD Stock Holding History

BOK Financial Private Wealth’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 		$48.2K Buy
+1,310
New +$49.4K ﹤0.01% 288
2018
Q2 		– Sell
-10,811
Closed -$265K – 113
2018
Q1 		$265K Buy
10,811
+340
+3% +$9.05K 0.04% 95
2017
Q4 		$278K Sell
10,471
-1,200
-10% -$30.4K 0.04% 96
2017
Q3 		$304K Hold
11,671
– – 0.05% 84
2017
Q2 		$316K Sell
11,671
-1,731
-13% -$46.9K 0.05% 94
2017
Q1 		$370K Sell
13,402
-8,438
-39% -$236K 0.05% 87
2016
Q4 		$591K Hold
21,840
– – 0.09% 70
2016
Q3 		$603K Hold
21,840
– – 0.09% 72
2016
Q2 		$639K Buy
21,840
+3,000
+16% +$80.5K 0.1% 64
2016
Q1 		$464K Sell
18,840
-800
-4% -$18.6K 0.08% 46
2015
Q4 		$502K Hold
19,640
– – 0.09% 45
2015
Q3 		$489K Hold
19,640
– – 0.09% 41
2015
Q2 		$587K Buy
19,640
+2,000
+11% +$65.5K 0.1% 40
2015
Q1 		$581K Hold
17,640
– – 0.1% 41
2014
Q4 		$637K Hold
17,640
– – 0.1% 38
2014
Q3 		$711K Hold
17,640
– – 0.12% 34
2014
Q2 		$691K Hold
17,640
– – 0.11% 37
2014
Q1 		$612K Hold
17,640
– – 0.11% 38
2013
Q4 		$585K Hold
17,640
– – 0.11% 35
2013
Q3 		$538K Buy
+17,640
New +$539K 0.11% 35

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
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

BOK Financial Private Wealth's EPD Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 1,310 shares worth $48.2K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in EPD as recently as Q1 2018.

BOK Financial Private Wealth first reported a position in EPD in Q3 2013 and has held it in 20 quarters since. The position peaked at $711K in Q3 2014. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • BOK Financial Private Wealth held 1,310 shares of Enterprise Products Partners worth $48.2K as of Q2 2026.
  • Enterprise Products Partners was a new BOK Financial Private Wealth position in Q2 2026.
  • Enterprise Products Partners made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #288 holding.
  • BOK Financial Private Wealth first reported a position in Enterprise Products Partners in Q3 2013 and has held it in 20 quarters since.
  • BOK Financial Private Wealth's Enterprise Products Partners position peaked at $711K in Q3 2014.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.