RFG - Bristol Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Hold
5,818
0.05% 172
2026
Q1
$220K Buy
+5,818
New +$206K 0.06% 166

Other funds holding EPD

RFG - Bristol Wealth Advisors's EPD Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 5,818 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #172.

RFG - Bristol Wealth Advisors first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $220K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 5,818 shares of Enterprise Products Partners worth $214K as of Q2 2026.
  • RFG - Bristol Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • RFG - Bristol Wealth Advisors's Enterprise Products Partners position peaked at $220K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.