Convergence Financial’s Enterprise Products Partners EPD Stock Holding History

Convergence Financial’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	$459K	Buy	12,476 +6,200	+99%	+$234K	0.04%	180
2026 Q1	$237K	Sell	6,276 -105	-2%	-$3.72K	0.03%	199
2025 Q4	$205K	Buy	+6,381	New	+$202K	0.03%	184

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

Convergence Financial's EPD Position: Q2 2026 in Review

Convergence Financial increased its Enterprise Products Partners (EPD) stake by 99% in Q2 2026, buying an estimated $234K and bringing the position to 12,476 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #180.

Convergence Financial first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Convergence Financial held 12,476 shares of Enterprise Products Partners worth $459K as of Q2 2026.
Convergence Financial bought 6,200 Enterprise Products Partners shares in Q2 2026, an estimated $234K.
Enterprise Products Partners made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #180 holding.
Convergence Financial first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.