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

Plan Group 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 Q3	$1.07M	Sell	28,917 -11,726	-29%	-$447K	0.21%	86
2026 Q2	$1.49M	Sell	40,643 -7,494	-16%	-$283K	0.31%	78
2026 Q1	$1.82M	Buy	48,137 +13,988	+41%	+$495K	0.43%	69
2025 Q4	$1.09M	Sell	34,149 -11,455	-25%	-$362K	0.28%	82
2025 Q3	$1.43M	Buy	45,604 +765	+2%	+$24.1K	0.38%	75
2025 Q2	$1.39M	Sell	44,839 -6,135	-12%	-$191K	0.46%	73
2025 Q1	$1.74M	Buy	50,974 +14,485	+40%	+$482K	0.62%	40
2024 Q4	$1.14M	Buy	36,489 +4,811	+15%	+$148K	0.6%	36
2024 Q3	$922K	Buy	31,678 +3,418	+12%	+$100K	0.49%	48
2024 Q2	$819K	Buy	28,260 +12,031	+74%	+$345K	0.5%	44
2024 Q1	$474K	Buy	16,229 +5,249	+48%	+$144K	0.31%	52
2023 Q4	$289K	Buy	10,980 +1,100	+11%	+$29.3K	0.25%	54
2023 Q3	$270K	Buy	+9,880	New	+$264K	0.19%	56
2022 Q2	$200K	Buy	+8,234	New	+$217K	0.34%	54

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Plan Group Financial's EPD Position: Q3 2026 in Review

Plan Group Financial reduced its Enterprise Products Partners (EPD) stake by 29% in Q3 2026, selling an estimated $447K and leaving 28,917 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #86.

Plan Group Financial first reported a position in EPD in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q1 2026. 496 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Plan Group Financial held 28,917 shares of Enterprise Products Partners worth $1.07M as of Q3 2026.
Plan Group Financial sold 11,726 Enterprise Products Partners shares in Q3 2026, an estimated $447K.
Enterprise Products Partners made up 0.21% of Plan Group Financial's portfolio in Q3 2026, its #86 holding.
Plan Group Financial first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 14 quarters since.
Plan Group Financial's Enterprise Products Partners position peaked at $1.82M in Q1 2026.
496 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.