MAI Capital Management’s LMP Capital and Income Fund SCD Stock Holding History

MAI Capital 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
2026 Q2	–	Sell	-6,000	Closed	-$89.6K	–	4232
2026 Q1	$89.6K	Hold	6,000	–	–	﹤0.01%	1899
2025 Q4	$88.9K	Hold	6,000	–	–	﹤0.01%	1715
2025 Q3	$93.2K	Hold	6,000	–	–	﹤0.01%	1611
2025 Q2	$93.6K	Hold	6,000	–	–	﹤0.01%	1522
2025 Q1	$95.6K	Hold	6,000	–	–	﹤0.01%	1427
2024 Q4	$103K	Buy	+6,000	New	+$104K	﹤0.01%	1420

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

MAI Capital Management's SCD Position: Q2 2026 in Review

MAI Capital Management sold out of LMP Capital and Income Fund (SCD) in Q2 2026, closing a stake of 6,000 shares — an estimated $89.6K sold.

MAI Capital Management first reported a position in SCD in Q4 2024 and held it in 6 quarters. The position peaked at $103K in Q4 2024. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

MAI Capital Management reported no remaining LMP Capital and Income Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 6,000 LMP Capital and Income Fund shares in Q2 2026, an estimated $89.6K.
MAI Capital Management first reported a position in LMP Capital and Income Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's LMP Capital and Income Fund position peaked at $103K in Q4 2024.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

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