J. Safra Asset Management’s LMP Capital and Income Fund SCD Stock Holding History

J. Safra Asset Management’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
2025 Q4	–	Sell	-500	Closed	-$7.76K	–	677
2025 Q3	$7.76K	Buy	+500	New	+$7.72K	﹤0.01%	281

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

SPIA

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

J. Safra Asset Management's SCD Position: Q4 2025 in Review

J. Safra Asset Management sold out of LMP Capital and Income Fund (SCD) in Q4 2025, closing a stake of 500 shares — an estimated $7.76K sold.

J. Safra Asset Management first reported a position in SCD in Q3 2025 and held it in 1 quarter. The position peaked at $7.76K in Q3 2025. 60 funds tracked by Wall St. Rank hold SCD as of Q4 2025.

J. Safra Asset Management reported no remaining LMP Capital and Income Fund position as of Q4 2025 after selling out during the quarter.
J. Safra Asset Management sold 500 LMP Capital and Income Fund shares in Q4 2025, an estimated $7.76K.
J. Safra Asset Management first reported a position in LMP Capital and Income Fund in Q3 2025 and held it in 1 quarter.
J. Safra Asset Management's LMP Capital and Income Fund position peaked at $7.76K in Q3 2025.
60 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.