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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
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 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

SYM Financial Corp's EPD Position: Q1 2026 in Review

SYM Financial Corp opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 5,370 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in EPD as recently as Q3 2025.

SYM Financial Corp first reported a position in EPD in Q2 2025 and has held it in 3 quarters since. The position peaked at $356K in Q3 2025. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • SYM Financial Corp held 5,370 shares of Enterprise Products Partners worth $203K as of Q1 2026.
  • Enterprise Products Partners was a new SYM Financial Corp position in Q1 2026.
  • Enterprise Products Partners made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #315 holding.
  • SYM Financial Corp first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's Enterprise Products Partners position peaked at $356K in Q3 2025.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.