COMPASS FINANCIAL MANAGEMENT LLC’s Enterprise Products Partners EPD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$374K	Buy	+9,948	New	+$375K	0.05%	314

Other funds holding EPD

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EPD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 9,948 shares worth $374K. The stake represents 0.05% of the portfolio and ranks #314 among its holdings.

1,292 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 9,948 shares of Enterprise Products Partners worth $374K as of Q2 2026.
Enterprise Products Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Enterprise Products Partners made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #314 holding.
1,292 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.