Stifel Financial’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Stifel Financial’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	$6.16M	Sell	122,953 -3,422	-3%	-$172K	0.01%	1286
2026 Q1	$6.68M	Buy	126,375 +1,293	+1%	+$64.3K	0.01%	1174
2025 Q4	$5.58M	Buy	125,082 +13,533	+12%	+$591K	0.01%	1267
2025 Q3	$5.01M	Buy	111,549 +8,734	+8%	+$412K	﹤0.01%	1310
2025 Q2	$4.93M	Sell	102,815 -157	-0.2%	-$7.18K	﹤0.01%	1259
2025 Q1	$5.11M	Buy	102,972 +480	+0.5%	+$23.5K	0.01%	1185
2024 Q4	$4.77M	Sell	102,492 -5,143	-5%	-$235K	0.01%	1225
2024 Q3	$4.54M	Buy	+107,635	New	+$4.36M	﹤0.01%	1261
2017 Q4	–	Sell	-5,263	Closed	-$319K	–	2671
2017 Q3	$319K	Buy	5,263 +645	+14%	+$39.1K	﹤0.01%	2123
2017 Q2	$299K	Sell	4,618 -163	-3%	-$10.6K	﹤0.01%	2136
2017 Q1	$321K	Buy	4,781 +328	+7%	+$22.2K	﹤0.01%	2057
2016 Q4	$291K	Sell	4,453 -358	-7%	-$23.2K	﹤0.01%	2055
2016 Q3	$317K	Sell	4,811 -413	-8%	-$26.9K	﹤0.01%	1957
2016 Q2	$342K	Buy	+5,224	New	+$320K	﹤0.01%	1976

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stifel Financial's EMO Position: Q2 2026 in Review

Stifel Financial reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.7% in Q2 2026, selling an estimated $172K and leaving 122,953 shares worth $6.16M. The position accounts for 0.01% of the portfolio, ranked #1286.

Stifel Financial first reported a position in EMO in Q2 2016 and has held it in 14 quarters since. The position peaked at $6.68M in Q1 2026. 118 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Stifel Financial held 122,953 shares of ClearBridge Energy Midstream Opportunity Fund worth $6.16M as of Q2 2026.
Stifel Financial sold 3,422 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $172K.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1286 holding.
Stifel Financial first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2016 and has held it in 14 quarters since.
Stifel Financial's ClearBridge Energy Midstream Opportunity Fund position peaked at $6.68M in Q1 2026.
118 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.