Pathstone Holdings
EMO

Pathstone Holdings’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Pathstone Holdings’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
Q1 		$487K Hold
9,222
– – ﹤0.01% 1763
2025
Q4 		$412K Hold
9,222
– – ﹤0.01% 1824
2025
Q3 		$414K Hold
9,222
– – ﹤0.01% 1861
2025
Q2 		$442K Hold
9,222
– – ﹤0.01% 1774
2025
Q1 		$458K Hold
9,222
– – ﹤0.01% 1755
2024
Q4 		$429K Hold
9,222
– – ﹤0.01% 1794
2024
Q3 		$389K Buy
9,222
+22
+0.2% +$891 ﹤0.01% 1853
2024
Q2 		$379K Hold
9,200
– – ﹤0.01% 1836
2024
Q1 		$374K Hold
9,200
– – ﹤0.01% 1817
2023
Q4 		$321K Buy
+9,200
New +$300K ﹤0.01% 1780

Other funds holding EMO

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ZCP
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SIA
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EWA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return