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Patriot Financial Group Insurance Agency’s Enterprise Products Partners EPD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$249K Sell
6,767
-5,517
-45% -$208K 0.03% 433
2026
Q1 		$465K Buy
12,284
+4,764
+63% +$169K 0.03% 462
2025
Q4 		$241K Buy
+7,520
New +$238K 0.03% 434
2025
Q3 		– Sell
-10,735
Closed -$333K – 520
2025
Q2 		$333K Sell
10,735
-32
-0.3% -$997 0.04% 384
2025
Q1 		$368K Buy
10,767
+182
+2% +$6.06K 0.05% 346
2024
Q4 		$332K Buy
10,585
+30
+0.3% +$922 0.04% 352
2024
Q3 		$307K Buy
10,555
+581
+6% +$17K 0.04% 382
2024
Q2 		$289K Buy
+9,974
New +$286K 0.04% 381
2023
Q2 		– Sell
-11,655
Closed -$302K – 474
2023
Q1 		$302K Buy
11,655
+894
+8% +$23K 0.06% 338
2022
Q4 		$260K Buy
10,761
+108
+1% +$2.66K 0.03% 343
2022
Q3 		$253K Buy
10,653
+374
+4% +$9.65K 0.06% 332
2022
Q2 		$250K Buy
10,279
+126
+1% +$3.31K 0.05% 335
2022
Q1 		$262K Buy
10,153
+461
+5% +$11.2K 0.05% 361
2021
Q4 		$213K Buy
9,692
+194
+2% +$4.35K 0.04% 428
2021
Q3 		$206K Buy
9,498
+34
+0.4% +$772 0.04% 445
2021
Q2 		$228K Buy
9,464
+681
+8% +$16.1K 0.04% 401
2021
Q1 		$193K Buy
8,783
+34
+0.4% +$748 0.04% 397
2020
Q4 		$171K Sell
8,749
-755
-8% -$14.1K 0.04% 376
2020
Q3 		$150K Sell
9,504
-368
-4% -$6.45K 0.05% 320
2020
Q2 		$179K Sell
9,872
-217
-2% -$3.88K 0.07% 252
2020
Q1 		$144K Sell
10,089
-513
-5% -$11.9K 0.07% 261
2019
Q4 		$299K Buy
10,602
+30
+0.3% +$813 0.11% 168
2019
Q3 		$302K Sell
10,572
-930
-8% -$27.1K 0.14% 143
2019
Q2 		$334K Buy
11,502
+18
+0.2% +$519 0.14% 126
2019
Q1 		$334K Buy
11,484
+19
+0.2% +$531 0.17% 109
2018
Q4 		$282K Buy
11,465
+854
+8% +$22.9K 0.19% 94
2018
Q3 		$305K Buy
10,611
+5,561
+110% +$161K 0.18% 85
2018
Q2 		$140K Buy
5,050
+8
+0.2% +$219 0.15% 95
2018
Q1 		$123K Sell
5,042
-3,992
-44% -$106K 0.09% 187
2017
Q4 		$253K Sell
9,034
-1,740
-16% -$44.1K 0.19% 108
2017
Q3 		$284K Buy
10,774
+3,007
+39% +$79.5K 0.25% 79
2017
Q2 		$211K Sell
7,767
-199
-2% -$5.39K 0.22% 94
2017
Q1 		$219K Buy
7,966
+11
+0.1% +$307 0.23% 81
2016
Q4 		$222K Buy
+7,955
New +$207K 0.3% 64

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EPD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Enterprise Products Partners (EPD) stake by 45% in Q2 2026, selling an estimated $208K and leaving 6,767 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #433.

Patriot Financial Group Insurance Agency first reported a position in EPD in Q4 2016 and has held it in 34 quarters since. The position peaked at $465K in Q1 2026. 995 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,767 shares of Enterprise Products Partners worth $249K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,517 Enterprise Products Partners shares in Q2 2026, an estimated $208K.
  • Enterprise Products Partners made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #433 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 34 quarters since.
  • Patriot Financial Group Insurance Agency's Enterprise Products Partners position peaked at $465K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.