FIA
SCD

FNY Investment Advisers’s LMP Capital and Income Fund SCD Stock Holding History

FNY Investment Advisers’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 		$3K Hold
200
– – ﹤0.01% 724
2026
Q1 		$2K Buy
200
+100
+100% +$1.54K ﹤0.01% 675
2025
Q4 		$1K Sell
100
-700
-88% -$10.4K ﹤0.01% 851
2025
Q3 		$12K Hold
800
– – ﹤0.01% 770
2025
Q2 		$12K Buy
800
+100
+14% +$1.54K 0.01% 639
2025
Q1 		$11K Buy
+700
New +$11.7K 0.01% 484
2024
Q4 		– Sell
-700
Closed -$12K – 896
2024
Q3 		$12K Buy
+700
New +$11.3K 0.01% 487
2024
Q2 		– Sell
-700
Closed -$10K – 777
2024
Q1 		$10K Buy
+700
New +$9.95K 0.01% 459
2023
Q4 		– Sell
-2,100
Closed -$26K – 743
2023
Q3 		$26K Buy
2,100
+600
+40% +$7.71K 0.02% 291
2023
Q2 		$19K Hold
1,500
– – 0.02% 251
2023
Q1 		$18K Buy
+1,500
New +$18.4K 0.02% 284
2022
Q4 		– Sell
-1,500
Closed -$16K – 724
2022
Q3 		$16K Hold
1,500
– – 0.01% 334
2022
Q2 		$18K Hold
1,500
– – 0.01% 345
2022
Q1 		$21K Buy
+1,500
New +$21.5K 0.02% 357
2021
Q4 		– Sell
-13,500
Closed -$185K – 783
2021
Q3 		$185K Buy
13,500
+10,500
+350% +$150K 0.09% 162
2021
Q2 		$43K Buy
+3,000
New +$41.3K 0.02% 453
2021
Q1 		– Sell
-10,316
Closed -$120K – 981
2020
Q4 		$120K Buy
+10,316
New +$113K 0.03% 261
2019
Q4 		– Sell
-1,720
Closed -$24K – 1044
2019
Q3 		$24K Buy
1,720
+505
+42% +$6.95K 0.01% 487
2019
Q2 		$16K Buy
1,215
+363
+43% +$4.8K ﹤0.01% 506
2019
Q1 		$10K Buy
+852
New +$10.6K ﹤0.01% 456
2018
Q4 		– Sell
-540
Closed -$7K – 980
2018
Q3 		$7K Hold
540
– – ﹤0.01% 585
2018
Q2 		$6K Buy
+540
New +$7K ﹤0.01% 574

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

FNY Investment Advisers's SCD Position: Q2 2026 in Review

FNY Investment Advisers held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 200 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

FNY Investment Advisers first reported a position in SCD in Q2 2018 and has held it in 22 quarters since. The position peaked at $185K in Q3 2021. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • FNY Investment Advisers held 200 shares of LMP Capital and Income Fund worth $3K as of Q2 2026.
  • FNY Investment Advisers left its LMP Capital and Income Fund share count unchanged in Q2 2026.
  • LMP Capital and Income Fund made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #724 holding.
  • FNY Investment Advisers first reported a position in LMP Capital and Income Fund in Q2 2018 and has held it in 22 quarters since.
  • FNY Investment Advisers's LMP Capital and Income Fund position peaked at $185K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.