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LifeSteps Financial’s Enterprise Products Partners EPD Stock Holding History

LifeSteps Financial’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 		$62.8K Buy
+1,707
New +$64.4K 0.03% 192
2024
Q2 		– Sell
-2,119
Closed -$61.8K – 184
2024
Q1 		$61.8K Buy
+2,119
New +$58.2K 0.05% 141

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

LifeSteps Financial's EPD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 1,707 shares worth $62.8K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in EPD as recently as Q1 2024.

LifeSteps Financial first reported a position in EPD in Q1 2024 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • LifeSteps Financial held 1,707 shares of Enterprise Products Partners worth $62.8K as of Q2 2026.
  • Enterprise Products Partners was a new LifeSteps Financial position in Q2 2026.
  • Enterprise Products Partners made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #192 holding.
  • LifeSteps Financial first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.