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Silver Oak Securities’s Enterprise Products Partners EPD Stock Holding History

Silver Oak Securities’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 		$181K Buy
+4,912
New +$185K 0.01% 764
2023
Q2 		– Sell
-7,757
Closed -$201K – 442
2023
Q1 		$201K Buy
+7,757
New +$199K 0.03% 378

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Silver Oak Securities's EPD Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 4,912 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in EPD as recently as Q1 2023.

Silver Oak Securities first reported a position in EPD in Q1 2023 and has held it in 2 quarters since. The position peaked at $201K in Q1 2023. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Silver Oak Securities held 4,912 shares of Enterprise Products Partners worth $181K as of Q2 2026.
  • Enterprise Products Partners was a new Silver Oak Securities position in Q2 2026.
  • Enterprise Products Partners made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #764 holding.
  • Silver Oak Securities first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 2 quarters since.
  • Silver Oak Securities's Enterprise Products Partners position peaked at $201K in Q1 2023.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.