Bank of America
SCD

Bank of America’s LMP Capital and Income Fund SCD Stock Holding History

Bank of America’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$389K Buy
26,024
+661
+3% +$10.2K ﹤0.01% 5028
2025
Q4 		$376K Sell
25,363
-3,986
-14% -$59.4K ﹤0.01% 5059
2025
Q3 		$456K Buy
29,349
+1,207
+4% +$18.6K ﹤0.01% 5850
2025
Q2 		$439K Sell
28,142
-4,140
-13% -$63.9K ﹤0.01% 5779
2025
Q1 		$514K Buy
32,282
+234
+0.7% +$3.92K ﹤0.01% 5634
2024
Q4 		$551K Buy
32,048
+464
+1% +$8.02K ﹤0.01% 5455
2024
Q3 		$556K Sell
31,584
-77
-0.2% -$1.24K ﹤0.01% 5418
2024
Q2 		$490K Sell
31,661
-792
-2% -$12K ﹤0.01% 5356
2024
Q1 		$508K Sell
32,453
-709
-2% -$10.1K ﹤0.01% 5339
2023
Q4 		$465K Buy
33,162
+6,571
+25% +$83.4K ﹤0.01% 5548
2023
Q3 		$332K Buy
26,591
+4,264
+19% +$54.8K ﹤0.01% 5594
2023
Q2 		$286K Sell
22,327
-30
-0.1% -$368 ﹤0.01% 5609
2023
Q1 		$273K Buy
22,357
+1,768
+9% +$21.7K ﹤0.01% 5759
2022
Q4 		$248K Buy
20,589
+895
+5% +$10.9K ﹤0.01% 5800
2022
Q3 		$222K Sell
19,694
-1,074
-5% -$13.8K ﹤0.01% 5915
2022
Q2 		$256K Sell
20,768
-1,117
-5% -$15K ﹤0.01% 5917
2022
Q1 		$320K Sell
21,885
-2,263
-9% -$32.5K ﹤0.01% 6138
2021
Q4 		$367K Buy
24,148
+6,282
+35% +$91.5K ﹤0.01% 6117
2021
Q3 		$246K Sell
17,866
-9
-0.1% -$129 ﹤0.01% 6162
2021
Q2 		$258K Sell
17,875
-7,249
-29% -$99.8K ﹤0.01% 5918
2021
Q1 		$319K Buy
25,124
+4,700
+23% +$57.3K ﹤0.01% 5709
2020
Q4 		$238K Sell
20,424
-1,939
-9% -$21.3K ﹤0.01% 5488
2020
Q3 		$228K Sell
22,363
-2,144
-9% -$22.4K ﹤0.01% 5220
2020
Q2 		$245K Sell
24,507
-2,570
-9% -$25.1K ﹤0.01% 5100
2020
Q1 		$218K Sell
27,077
-1,191
-4% -$15.8K ﹤0.01% 5026
2019
Q4 		$439K Sell
28,268
-4,570
-14% -$66K ﹤0.01% 5092
2019
Q3 		$463K Sell
32,838
-8,908
-21% -$123K ﹤0.01% 5138
2019
Q2 		$566K Sell
41,746
-101,272
-71% -$1.34M ﹤0.01% 4970
2019
Q1 		$1.84M Buy
143,018
+6,655
+5% +$82.6K ﹤0.01% 4051
2018
Q4 		$1.46M Sell
136,363
-6,045
-4% -$74.4K ﹤0.01% 4105
2018
Q3 		$1.95M Buy
142,408
+809
+0.6% +$11.1K ﹤0.01% 3997
2018
Q2 		$1.82M Sell
141,599
-2,353
-2% -$30.5K ﹤0.01% 4042
2018
Q1 		$1.82M Sell
143,952
-6,379
-4% -$86.9K ﹤0.01% 3949
2017
Q4 		$2.1M Sell
150,331
-15,418
-9% -$217K ﹤0.01% 3903
2017
Q3 		$2.41M Sell
165,749
-12,712
-7% -$182K ﹤0.01% 3832
2017
Q2 		$2.54M Sell
178,461
-41,513
-19% -$593K ﹤0.01% 3672
2017
Q1 		$3.13M Buy
219,974
+24,466
+13% +$341K ﹤0.01% 3476
2016
Q4 		$2.6M Buy
195,508
+2,587
+1% +$33.6K ﹤0.01% 3549
2016
Q3 		$2.63M Sell
192,921
-25,926
-12% -$354K ﹤0.01% 3417
2016
Q2 		$2.87M Buy
218,847
+32,883
+18% +$416K ﹤0.01% 3309
2016
Q1 		$2.3M Buy
185,964
+63,690
+52% +$728K ﹤0.01% 3450
2015
Q4 		$1.51M Buy
122,274
+7,085
+6% +$89.5K ﹤0.01% 4035
2015
Q3 		$1.4M Buy
115,189
+48,692
+73% +$678K ﹤0.01% 4074
2015
Q2 		$1M Buy
66,497
+44,092
+197% +$723K ﹤0.01% 4112
2015
Q1 		$375K Sell
22,405
-3,922
-15% -$66.3K ﹤0.01% 4506
2014
Q4 		$441K Buy
26,327
+7,314
+38% +$122K ﹤0.01% 4731
2014
Q3 		$321K Buy
19,013
+4,675
+33% +$82.6K ﹤0.01% 4974
2014
Q2 		$254K Sell
14,338
-2,699
-16% -$45.3K ﹤0.01% 5334
2014
Q1 		$275K Sell
17,037
-1,806
-10% -$28.6K ﹤0.01% 5155
2013
Q4 		$298K Sell
18,843
-29
-0.2% -$446 ﹤0.01% 5228
2013
Q3 		$281K Buy
18,872
+2,816
+18% +$42.4K ﹤0.01% 5148
2013
Q2 		$248K Buy
+16,056
New +$257K ﹤0.01% 5416

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Bank of America's SCD Position: Q1 2026 in Review

Bank of America increased its LMP Capital and Income Fund (SCD) stake by 2.6% in Q1 2026, buying an estimated $10.2K and bringing the position to 26,024 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #5028.

Bank of America first reported a position in SCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.13M in Q1 2017. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Bank of America held 26,024 shares of LMP Capital and Income Fund worth $389K as of Q1 2026.
  • Bank of America bought 661 LMP Capital and Income Fund shares in Q1 2026, an estimated $10.2K.
  • LMP Capital and Income Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5028 holding.
  • Bank of America first reported a position in LMP Capital and Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's LMP Capital and Income Fund position peaked at $3.13M in Q1 2017.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.