Howard Financial Services
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
Q3 		$5.03M Buy
141,181
+1,743
+1% +$66.5K 0.53% 34
2026
Q2 		$5.13M Buy
139,438
+5,670
+4% +$214K 0.55% 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

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Howard Financial Services's EPD Position: Q3 2026 in Review

Howard Financial Services increased its Enterprise Products Partners (EPD) stake by 1.3% in Q3 2026, buying an estimated $66.5K and bringing the position to 141,181 shares worth $5.03M. The position accounts for 0.53% of the portfolio, ranked #34.

Howard Financial Services first reported a position in EPD in Q4 2018 and has held it in 20 quarters since. The position peaked at $5.13M in Q2 2026. 1,039 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Howard Financial Services held 141,181 shares of Enterprise Products Partners worth $5.03M as of Q3 2026.
  • Howard Financial Services bought 1,743 Enterprise Products Partners shares in Q3 2026, an estimated $66.5K.
  • Enterprise Products Partners made up 0.53% of Howard Financial Services's portfolio in Q3 2026, its #34 holding.
  • Howard Financial Services first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 20 quarters since.
  • Howard Financial Services's Enterprise Products Partners position peaked at $5.13M in Q2 2026.
  • 1,039 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.