First National Trust’s LMP Capital and Income Fund SCD Stock Holding History

First National Trust’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	$181K	Buy	+11,581	New	+$177K	0.01%	372

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First National Trust's SCD Position: Q2 2026 in Review

First National Trust opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 11,581 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings.

57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

First National Trust held 11,581 shares of LMP Capital and Income Fund worth $181K as of Q2 2026.
LMP Capital and Income Fund was a new First National Trust position in Q2 2026.
LMP Capital and Income Fund made up 0.01% of First National Trust's portfolio in Q2 2026, its #372 holding.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.