Fiduciary Alliance’s Enterprise Products Partners EPD Stock Holding History

Fiduciary Alliance’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	$444K	Sell	12,476 -79	-0.6%	-$3.01K	0.03%	336
2026 Q2	$462K	Sell	12,555 -354	-3%	-$13.4K	0.03%	378
2026 Q1	$479K	Buy	12,909 +147	+1%	+$5.2K	0.03%	376
2025 Q4	$409K	Buy	12,762 +1,859	+17%	+$58.8K	0.03%	366
2025 Q3	$341K	Sell	10,903 -389	-3%	-$12.3K	0.02%	395
2025 Q2	$350K	Buy	11,292 +198	+2%	+$6.17K	0.03%	366
2025 Q1	$379K	Buy	+11,094	New	+$369K	0.04%	287
2023 Q3	–	Sell	-237	Closed	-$6.25K	–	400
2023 Q2	$6.25K	Buy	+237	New	+$6.2K	﹤0.01%	653
2023 Q1	–	Sell	-229	Closed	-$5.52K	–	363
2022 Q4	$5.52K	Buy	+229	New	+$5.64K	﹤0.01%	506

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Fiduciary Alliance's EPD Position: Q3 2026 in Review

Fiduciary Alliance reduced its Enterprise Products Partners (EPD) stake by 0.63% in Q3 2026, selling an estimated $3.01K and leaving 12,476 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #336.

Fiduciary Alliance first reported a position in EPD in Q4 2022 and has held it in 9 quarters since. The position peaked at $479K in Q1 2026. 420 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Fiduciary Alliance held 12,476 shares of Enterprise Products Partners worth $444K as of Q3 2026.
Fiduciary Alliance sold 79 Enterprise Products Partners shares in Q3 2026, an estimated $3.01K.
Enterprise Products Partners made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #336 holding.
Fiduciary Alliance first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's Enterprise Products Partners position peaked at $479K in Q1 2026.
420 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.