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Sunrise Financial Services’s Enterprise Products Partners EPD Stock Holding History

Sunrise Financial Services’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 		$14.7K Hold
400
– – 0.01% 206
2026
Q1 		$15.1K Hold
400
– – 0.01% 198
2025
Q4 		$12.8K Buy
+400
New +$12.6K 0.01% 189

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TCA
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Goldman Sachs
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Fayez Sarofim & Co
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EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Sunrise Financial Services's EPD Position: Q2 2026 in Review

Sunrise Financial Services held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 400 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #206.

Sunrise Financial Services first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sunrise Financial Services held 400 shares of Enterprise Products Partners worth $14.7K as of Q2 2026.
  • Sunrise Financial Services left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #206 holding.
  • Sunrise Financial Services first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Enterprise Products Partners position peaked at $15.1K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.