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Atlantic Union Bankshares’s USCF Midstream Energy Income Fund UMI Stock Holding History

Atlantic Union Bankshares’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.1K Buy
1,106
+7
+0.6% +$410 ﹤0.01% 877
2026
Q1 		$64.4K Buy
1,099
+8
+0.7% +$437 ﹤0.01% 846
2025
Q4 		$53.5K Buy
1,091
+23
+2% +$1.14K ﹤0.01% 888
2025
Q3 		$54.8K Buy
1,068
+7
+0.7% +$352 ﹤0.01% 892
2025
Q2 		$54.1K Buy
+1,061
New +$52.6K ﹤0.01% 652

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Atlantic Union Bankshares increased its USCF Midstream Energy Income Fund (UMI) stake by 0.64% in Q2 2026, buying an estimated $410 and bringing the position to 1,106 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Atlantic Union Bankshares first reported a position in UMI in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Atlantic Union Bankshares held 1,106 shares of USCF Midstream Energy Income Fund worth $65.1K as of Q2 2026.
  • Atlantic Union Bankshares bought 7 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $410.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #877 holding.
  • Atlantic Union Bankshares first reported a position in USCF Midstream Energy Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

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