Logan Stone Capital’s LMP Capital and Income Fund SCD Stock Holding History

Logan Stone Capital’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	$502K	Buy	+32,089	New	+$491K	0.11%	98
2026 Q1	–	Sell	-50,132	Closed	-$742K	–	184
2025 Q4	$742K	Buy	+50,132	New	+$747K	0.18%	79
2023 Q3	–	Sell	-36,788	Closed	-$471K	–	176
2023 Q2	$471K	Sell	36,788 -2,468	-6%	-$30.2K	0.16%	106
2023 Q1	$479K	Buy	39,256 +6,000	+18%	+$73.7K	0.19%	113
2022 Q4	$400K	Buy	+33,256	New	+$404K	0.15%	154

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

Logan Stone Capital's SCD Position: Q2 2026 in Review

Logan Stone Capital opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 32,089 shares worth $502K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: Logan Stone Capital previously reported a position in SCD as recently as Q4 2025.

Logan Stone Capital first reported a position in SCD in Q4 2022 and has held it in 5 quarters since. The position peaked at $742K in Q4 2025. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Logan Stone Capital held 32,089 shares of LMP Capital and Income Fund worth $502K as of Q2 2026.
LMP Capital and Income Fund was a new Logan Stone Capital position in Q2 2026.
LMP Capital and Income Fund made up 0.11% of Logan Stone Capital's portfolio in Q2 2026, its #98 holding.
Logan Stone Capital first reported a position in LMP Capital and Income Fund in Q4 2022 and has held it in 5 quarters since.
Logan Stone Capital's LMP Capital and Income Fund position peaked at $742K in Q4 2025.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.