Rockefeller Capital Management
SCD

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

Rockefeller 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 		$31.3K Buy
+2,000
New +$30.6K ﹤0.01% 3573
2023
Q1 		– Sell
-2,827
Closed -$34K – 3557
2022
Q4 		$34K Hold
2,827
– – ﹤0.01% 2569
2022
Q3 		$31K Buy
+2,827
New +$36.4K ﹤0.01% 2576

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

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

Rockefeller Capital Management opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 2,000 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #3573 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in SCD as recently as Q4 2022.

Rockefeller Capital Management first reported a position in SCD in Q3 2022 and has held it in 3 quarters since. The position peaked at $34K in Q4 2022. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Rockefeller Capital Management held 2,000 shares of LMP Capital and Income Fund worth $31.3K as of Q2 2026.
  • LMP Capital and Income Fund was a new Rockefeller Capital Management position in Q2 2026.
  • LMP Capital and Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3573 holding.
  • Rockefeller Capital Management first reported a position in LMP Capital and Income Fund in Q3 2022 and has held it in 3 quarters since.
  • Rockefeller Capital Management's LMP Capital and Income Fund position peaked at $34K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

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