P
EMO

&Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

&Partners’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 		$335K Buy
6,693
+401
+6% +$20.1K ﹤0.01% 2068
2026
Q1 		$332K Sell
6,292
-81
-1% -$4.03K ﹤0.01% 1928
2025
Q4 		$285K Buy
6,373
+1,783
+39% +$77.9K ﹤0.01% 1950
2025
Q3 		$206K Sell
4,590
-303
-6% -$14.3K ﹤0.01% 1952
2025
Q2 		$235K Buy
+4,893
New +$224K ﹤0.01% 1755

Other funds holding EMO

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

&Partners's EMO Position: Q2 2026 in Review

&Partners increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 6.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 6,693 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

&Partners first reported a position in EMO in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • &Partners held 6,693 shares of ClearBridge Energy Midstream Opportunity Fund worth $335K as of Q2 2026.
  • &Partners bought 401 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $20.1K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2068 holding.
  • &Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.