Raymond James Financial
SCD

Raymond James Financial’s LMP Capital and Income Fund SCD Stock Holding History

Raymond James Financial’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 		$26.4M Sell
1,766,470
-12,504
-0.7% -$193K 0.01% 1279
2025
Q4 		$26.3M Buy
1,778,974
+47,088
+3% +$701K 0.01% 1251
2025
Q3 		$26.9M Sell
1,731,886
-299,065
-15% -$4.62M 0.01% 1213
2025
Q2 		$31.7M Buy
2,030,951
+55,945
+3% +$864K 0.01% 1052
2025
Q1 		$31.5M Buy
1,975,006
+40,570
+2% +$679K 0.01% 993
2024
Q4 		$33.3M Buy
+1,934,436
New +$33.4M 0.01% 960

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Raymond James Financial's SCD Position: Q1 2026 in Review

Raymond James Financial reduced its LMP Capital and Income Fund (SCD) stake by 0.7% in Q1 2026, selling an estimated $193K and leaving 1,766,470 shares worth $26.4M. The position accounts for 0.01% of the portfolio, ranked #1279.

Raymond James Financial first reported a position in SCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.3M in Q4 2024. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Raymond James Financial held 1,766,470 shares of LMP Capital and Income Fund worth $26.4M as of Q1 2026.
  • Raymond James Financial sold 12,504 LMP Capital and Income Fund shares in Q1 2026, an estimated $193K.
  • LMP Capital and Income Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1279 holding.
  • Raymond James Financial first reported a position in LMP Capital and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's LMP Capital and Income Fund position peaked at $33.3M in Q4 2024.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.