HFS
EPD icon

Howard Financial Services’s Enterprise Products Partners EPD Stock Holding History

Howard Financial Services’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 		$5.13M Buy
139,438
+5,670
+4% +$214K 0.51% 34
2026
Q1 		$5.06M Buy
133,768
+14,392
+12% +$509K 0.57% 32
2025
Q4 		$3.83M Buy
119,376
+1,933
+2% +$61.1K 0.45% 35
2025
Q3 		$3.67M Buy
117,443
+1,458
+1% +$46K 0.45% 33
2025
Q2 		$3.6M Buy
115,985
+22,354
+24% +$696K 0.47% 34
2025
Q1 		$3.2M Buy
93,631
+1,423
+2% +$47.4K 0.44% 35
2024
Q4 		$2.89M Buy
92,208
+1,484
+2% +$45.6K 0.39% 38
2024
Q3 		$2.64M Buy
90,724
+1,552
+2% +$45.3K 0.38% 38
2024
Q2 		$2.58M Buy
89,172
+1,497
+2% +$42.9K 0.42% 38
2024
Q1 		$2.56M Buy
87,675
+1,371
+2% +$37.6K 0.44% 37
2023
Q4 		$2.27M Buy
86,304
+27,825
+48% +$741K 0.44% 36
2023
Q3 		$1.6M Buy
58,479
+2,002
+4% +$53.5K 0.37% 40
2023
Q2 		$1.49M Buy
56,477
+27,184
+93% +$711K 0.36% 37
2023
Q1 		$759K Buy
+29,293
New +$752K 0.18% 55
2020
Q1 		– Sell
-7,694
Closed -$217K – 112
2019
Q4 		$217K Sell
7,694
-237
-3% -$6.42K 0.13% 89
2019
Q3 		$227K Sell
7,931
-20
-0.3% -$582 0.15% 83
2019
Q2 		$230K Buy
7,951
+49
+0.6% +$1.41K 0.16% 79
2019
Q1 		$230K Sell
7,902
-222
-3% -$6.2K 0.16% 82
2018
Q4 		$200K Buy
+8,124
New +$217K 0.15% 81

Other funds holding EPD

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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Howard Financial Services's EPD Position: Q2 2026 in Review

Howard Financial Services increased its Enterprise Products Partners (EPD) stake by 4.2% in Q2 2026, buying an estimated $214K and bringing the position to 139,438 shares worth $5.13M. The position accounts for 0.51% of the portfolio, ranked #34.

Howard Financial Services first reported a position in EPD in Q4 2018 and has held it in 19 quarters since. 400 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Howard Financial Services held 139,438 shares of Enterprise Products Partners worth $5.13M as of Q2 2026.
  • Howard Financial Services bought 5,670 Enterprise Products Partners shares in Q2 2026, an estimated $214K.
  • Enterprise Products Partners made up 0.51% of Howard Financial Services's portfolio in Q2 2026, its #34 holding.
  • Howard Financial Services first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 19 quarters since.
  • 400 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.