Security National Bank’s Enterprise Products Partners EPD Stock Holding History

Security National Bank’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	$119K	Buy	3,226 +2,351	+269%	+$88.7K	0.01%	183
2026 Q1	$33.1K	Hold	875	–	–	﹤0.01%	265
2025 Q4	$28.1K	Hold	875	–	–	﹤0.01%	265
2025 Q3	$27.4K	Hold	875	–	–	﹤0.01%	270
2025 Q2	$27.1K	Hold	875	–	–	﹤0.01%	247
2025 Q1	$29.9K	Buy	+875	New	+$29.1K	0.01%	244

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Security National Bank's EPD Position: Q2 2026 in Review

Security National Bank increased its Enterprise Products Partners (EPD) stake by 269% in Q2 2026, buying an estimated $88.7K and bringing the position to 3,226 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #183.

Security National Bank first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Security National Bank held 3,226 shares of Enterprise Products Partners worth $119K as of Q2 2026.
Security National Bank bought 2,351 Enterprise Products Partners shares in Q2 2026, an estimated $88.7K.
Enterprise Products Partners made up 0.01% of Security National Bank's portfolio in Q2 2026, its #183 holding.
Security National Bank first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.