OCM
SCD

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

Osbon 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
-168
Closed -$2.51K – 511
2026
Q1 		$2.51K Buy
+168
New +$2.6K ﹤0.01% 413

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

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

Osbon Capital Management sold out of LMP Capital and Income Fund (SCD) in Q2 2026, closing a stake of 168 shares — an estimated $2.51K sold.

Osbon Capital Management first reported a position in SCD in Q1 2026 and held it in 1 quarter. The position peaked at $2.51K in Q1 2026. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Osbon Capital Management reported no remaining LMP Capital and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 168 LMP Capital and Income Fund shares in Q2 2026, an estimated $2.51K.
  • Osbon Capital Management first reported a position in LMP Capital and Income Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's LMP Capital and Income Fund position peaked at $2.51K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

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