AUB
UMI icon

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
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 $94.2B AUM 21.24% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atlantic Union Bankshares's UMI Position: Q1 2026 in Review

Atlantic Union Bankshares increased its USCF Midstream Energy Income Fund (UMI) stake by 0.73% in Q1 2026, buying an estimated $437 and bringing the position to 1,099 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Atlantic Union Bankshares first reported a position in UMI in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold UMI as of Q1 2026.

  • Atlantic Union Bankshares held 1,099 shares of USCF Midstream Energy Income Fund worth $64.4K as of Q1 2026.
  • Atlantic Union Bankshares bought 8 USCF Midstream Energy Income Fund shares in Q1 2026, an estimated $437.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #846 holding.
  • Atlantic Union Bankshares first reported a position in USCF Midstream Energy Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.