FFA
SCD

Farther Finance Advisors’s LMP Capital and Income Fund SCD Stock Holding History

Farther Finance Advisors’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
Q2 		$10.2K Hold
650
– – ﹤0.01% 4411
2026
Q1 		$9.74K Hold
650
– – ﹤0.01% 4134
2025
Q4 		$9.63K Hold
650
– – ﹤0.01% 3946
2025
Q3 		$10.1K Hold
650
– – ﹤0.01% 3441
2025
Q2 		$10.1K Hold
650
– – ﹤0.01% 3069
2025
Q1 		$10.4K Buy
+650
New +$10.9K ﹤0.01% 2720

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's SCD Position: Q2 2026 in Review

Farther Finance Advisors held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 650 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4411.

Farther Finance Advisors first reported a position in SCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q1 2025. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Farther Finance Advisors held 650 shares of LMP Capital and Income Fund worth $10.2K as of Q2 2026.
  • Farther Finance Advisors left its LMP Capital and Income Fund share count unchanged in Q2 2026.
  • LMP Capital and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4411 holding.
  • Farther Finance Advisors first reported a position in LMP Capital and Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's LMP Capital and Income Fund position peaked at $10.4K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.