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Independent Financial Group’s Enterprise Products Partners EPD Stock Holding History

Independent Financial Group’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 		$6.29M Buy
171,027
+2,163
+1% +$81.6K 0.12% 167
2026
Q1 		$6.39M Sell
168,864
-23,923
-12% -$847K 0.14% 147
2025
Q4 		$6.18M Buy
192,787
+20,230
+12% +$640K 0.14% 137
2025
Q3 		$5.4M Sell
172,557
-5,422
-3% -$171K 0.13% 145
2025
Q2 		$5.52M Buy
177,979
+11,106
+7% +$346K 0.15% 128
2025
Q1 		$5.7M Buy
166,873
+10,829
+7% +$361K 0.2% 101
2024
Q4 		$4.89M Buy
156,044
+13,515
+9% +$415K 0.16% 116
2024
Q3 		$4.15M Buy
142,529
+37,263
+35% +$1.09M 0.15% 123
2024
Q2 		$3.05M Buy
105,266
+14,138
+16% +$405K 0.12% 156
2024
Q1 		$2.66M Buy
91,128
+6,548
+8% +$180K 0.12% 166
2023
Q4 		$2.23M Buy
84,580
+1,329
+2% +$35.4K 0.12% 189
2023
Q3 		$2.28M Buy
83,251
+5,650
+7% +$151K 0.15% 146
2023
Q2 		$2.04M Buy
77,601
+5,135
+7% +$134K 0.14% 158
2023
Q1 		$1.88M Buy
72,466
+7,194
+11% +$185K 0.15% 153
2022
Q4 		$1.57M Buy
65,272
+23,244
+55% +$572K 0.14% 154
2022
Q3 		$999K Sell
42,028
-30,696
-42% -$792K 0.09% 224
2022
Q2 		$1.77M Sell
72,724
-4,772
-6% -$126K 0.19% 129
2022
Q1 		$2M Buy
77,496
+14,565
+23% +$354K 0.16% 128
2021
Q4 		$1.38M Buy
62,931
+15,111
+32% +$339K 0.11% 182
2021
Q3 		$1.03M Buy
47,820
+23,025
+93% +$523K 0.11% 205
2021
Q2 		$598K Sell
24,795
-1,397
-5% -$33.1K 0.06% 321
2021
Q1 		$577K Buy
26,192
+8,744
+50% +$192K 0.07% 300
2020
Q4 		$342K Sell
17,448
-24,102
-58% -$449K 0.05% 395
2020
Q3 		$656K Buy
41,550
+26,934
+184% +$472K 0.12% 187
2020
Q2 		$266K Buy
14,616
+4,423
+43% +$79.1K 0.06% 345
2020
Q1 		$146K Buy
+10,193
New +$237K 0.04% 358

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Financial Group's EPD Position: Q2 2026 in Review

Independent Financial Group increased its Enterprise Products Partners (EPD) stake by 1.3% in Q2 2026, buying an estimated $81.6K and bringing the position to 171,027 shares worth $6.29M. The position accounts for 0.12% of the portfolio, ranked #167.

Independent Financial Group first reported a position in EPD in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.39M in Q1 2026. 1,526 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Independent Financial Group held 171,027 shares of Enterprise Products Partners worth $6.29M as of Q2 2026.
  • Independent Financial Group bought 2,163 Enterprise Products Partners shares in Q2 2026, an estimated $81.6K.
  • Enterprise Products Partners made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #167 holding.
  • Independent Financial Group first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Enterprise Products Partners position peaked at $6.39M in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.