Atlantic Union Bankshares’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Atlantic Union Bankshares’s Portfolio EMO Stock Details EMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.2K	Sell	582 -47	-7%	-$2.36K	﹤0.01%	1068
2026 Q1	$33.2K	Hold	629	–	–	﹤0.01%	1003
2025 Q4	$28.1K	Hold	629	–	–	﹤0.01%	1037
2025 Q3	$28.3K	Buy	+629	New	+$29.6K	﹤0.01%	1051

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atlantic Union Bankshares's EMO Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 7.5% in Q2 2026, selling an estimated $2.36K and leaving 582 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Atlantic Union Bankshares first reported a position in EMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.2K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Atlantic Union Bankshares held 582 shares of ClearBridge Energy Midstream Opportunity Fund worth $29.2K as of Q2 2026.
Atlantic Union Bankshares sold 47 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $2.36K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1068 holding.
Atlantic Union Bankshares first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
Atlantic Union Bankshares's ClearBridge Energy Midstream Opportunity Fund position peaked at $33.2K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.