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Exchange Bank’s Enterprise Products Partners EPD Stock Holding History

Exchange Bank’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
Q3 		$239K Hold
6,701
– – 0.15% 112
2026
Q2 		$246K Hold
6,701
– – 0.15% 113
2026
Q1 		$254K Hold
6,701
– – 0.18% 104
2025
Q4 		$215K Hold
6,701
– – 0.15% 114
2025
Q3 		$210K Buy
+6,701
New +$211K 0.15% 120

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Exchange Bank's EPD Position: Q3 2026 in Review

Exchange Bank held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 6,701 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #112.

Exchange Bank first reported a position in EPD in Q3 2025 and has held it in 5 quarters since. The position peaked at $254K in Q1 2026. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Exchange Bank held 6,701 shares of Enterprise Products Partners worth $239K as of Q3 2026.
  • Exchange Bank left its Enterprise Products Partners share count unchanged in Q3 2026.
  • Enterprise Products Partners made up 0.15% of Exchange Bank's portfolio in Q3 2026, its #112 holding.
  • Exchange Bank first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 5 quarters since.
  • Exchange Bank's Enterprise Products Partners position peaked at $254K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.