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Farther Finance Advisors’s Enterprise Products Partners EPD Stock Holding History

Farther Finance Advisors’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 		$2.68M Buy
75,188
+272
+0.4% +$10.4K 0.02% 647
2026
Q2 		$2.75M Sell
74,916
-10,542
-12% -$398K 0.02% 607
2026
Q1 		$3.2M Sell
85,458
-22,988
-21% -$814K 0.03% 482
2025
Q4 		$3.48M Buy
108,446
+39,241
+57% +$1.24M 0.04% 409
2025
Q3 		$2.16M Buy
69,205
+4,239
+7% +$134K 0.03% 429
2025
Q2 		$2.01M Buy
64,966
+21,366
+49% +$666K 0.04% 363
2025
Q1 		$1.49M Buy
43,600
+34,449
+376% +$1.15M 0.04% 369
2024
Q4 		$287K Sell
9,151
-886
-9% -$27.2K 0.01% 824
2024
Q3 		$292K Buy
10,037
+3,607
+56% +$105K 0.01% 843
2024
Q2 		$186K Sell
6,430
-381
-6% -$10.9K 0.01% 856
2024
Q1 		$200K Sell
6,811
-99
-1% -$2.72K 0.01% 684
2023
Q4 		$182K Buy
6,910
+2,984
+76% +$79.5K 0.01% 575
2023
Q3 		$107K Buy
3,926
+16
+0.4% +$428 0.02% 532
2023
Q2 		$103K Buy
3,910
+1
+0% +$26 0.02% 449
2023
Q1 		$101K Sell
3,909
-377
-9% -$9.68K 0.03% 406
2022
Q4 		$103K Buy
+4,286
New +$106K 0.04% 323

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

Farther Finance Advisors's EPD Position: Q3 2026 in Review

Farther Finance Advisors increased its Enterprise Products Partners (EPD) stake by 0.36% in Q3 2026, buying an estimated $10.4K and bringing the position to 75,188 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #647.

Farther Finance Advisors first reported a position in EPD in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.48M in Q4 2025. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Farther Finance Advisors held 75,188 shares of Enterprise Products Partners worth $2.68M as of Q3 2026.
  • Farther Finance Advisors bought 272 Enterprise Products Partners shares in Q3 2026, an estimated $10.4K.
  • Enterprise Products Partners made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #647 holding.
  • Farther Finance Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Enterprise Products Partners position peaked at $3.48M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.