NL
SCD

Navalign LLC’s LMP Capital and Income Fund SCD Stock Holding History

Navalign LLC’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
Q1 		– Sell
-1,105
Closed -$16.4K – 407
2025
Q4 		$16.4K Buy
+1,105
New +$16.5K ﹤0.01% 290

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Navalign LLC's SCD Position: Q1 2026 in Review

Navalign LLC sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 1,105 shares — an estimated $16.4K sold.

Navalign LLC first reported a position in SCD in Q4 2025 and held it in 1 quarter. The position peaked at $16.4K in Q4 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Navalign LLC reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 1,105 LMP Capital and Income Fund shares in Q1 2026, an estimated $16.4K.
  • Navalign LLC first reported a position in LMP Capital and Income Fund in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's LMP Capital and Income Fund position peaked at $16.4K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.