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SYM Financial Corp’s Enterprise Products Partners EPD Stock Holding History

SYM Financial Corp’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 		– Sell
-5,370
Closed -$203K – 546
2026
Q1 		$203K Buy
+5,370
New +$190K 0.02% 315
2025
Q4 		– Sell
-11,375
Closed -$356K – 431
2025
Q3 		$356K Buy
11,375
+321
+3% +$10.1K 0.04% 178
2025
Q2 		$343K Buy
+11,054
New +$344K 0.04% 175

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

SYM Financial Corp's EPD Position: Q2 2026 in Review

SYM Financial Corp sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 5,370 shares — an estimated $203K sold.

SYM Financial Corp first reported a position in EPD in Q2 2025 and held it in 3 quarters. The position peaked at $356K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • SYM Financial Corp reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 5,370 Enterprise Products Partners shares in Q2 2026, an estimated $203K.
  • SYM Financial Corp first reported a position in Enterprise Products Partners in Q2 2025 and held it in 3 quarters.
  • SYM Financial Corp's Enterprise Products Partners position peaked at $356K in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.