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

SevenBridge Financial Group’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 Q1	$298K	Buy	7,884 +500	+7%	+$17.7K	0.05%	170
2025 Q4	$244K	Hold	7,384	–	–	0.04%	187
2025 Q3	$233K	Hold	7,384	–	–	0.04%	193
2025 Q2	$231K	Sell	7,384 -100	-1%	-$3.12K	0.04%	200
2025 Q1	$235K	Hold	7,484	–	–	0.05%	202
2024 Q4	$249K	Hold	7,484	–	–	0.05%	197
2024 Q3	$229K	Hold	7,484	–	–	0.04%	203
2024 Q2	$216K	Buy	+7,484	New	+$215K	0.05%	192
2019 Q3	–	Sell	-600	Closed	-$17K	–	268
2019 Q2	$17K	Buy	600 +200	+50%	+$5.76K	0.01%	397
2019 Q1	$12K	Hold	400	–	–	﹤0.01%	396
2018 Q4	$10K	Hold	400	–	–	0.01%	369
2018 Q3	$12K	Hold	400	–	–	0.01%	389
2018 Q2	$11K	Hold	400	–	–	0.01%	406
2018 Q1	$10K	Hold	400	–	–	0.01%	423
2017 Q4	$11K	Hold	400	–	–	0.01%	428
2017 Q3	$10K	Hold	400	–	–	0.01%	445
2017 Q2	$11K	Hold	400	–	–	0.01%	438
2017 Q1	$11K	Hold	400	–	–	0.01%	421
2016 Q4	$11K	Hold	400	–	–	0.01%	431
2016 Q3	$11K	Hold	400	–	–	0.01%	426
2016 Q2	$12K	Buy	+400	New	+$10.7K	0.01%	489

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

SevenBridge Financial Group's EPD Position: Q1 2026 in Review

SevenBridge Financial Group increased its Enterprise Products Partners (EPD) stake by 6.8% in Q1 2026, buying an estimated $17.7K and bringing the position to 7,884 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #170.

SevenBridge Financial Group first reported a position in EPD in Q2 2016 and has held it in 21 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

SevenBridge Financial Group held 7,884 shares of Enterprise Products Partners worth $298K as of Q1 2026.
SevenBridge Financial Group bought 500 Enterprise Products Partners shares in Q1 2026, an estimated $17.7K.
Enterprise Products Partners made up 0.05% of SevenBridge Financial Group's portfolio in Q1 2026, its #170 holding.
SevenBridge Financial Group first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 21 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.