Sit Investment Associates’s LMP Capital and Income Fund SCD Stock Holding History

Sit Investment Associates’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	$41.3M	Sell	2,635,988 -143,845	-5%	-$2.2M	0.78%	26
2026 Q1	$41.5M	Sell	2,779,833 -57,876	-2%	-$894K	0.84%	26
2025 Q4	$42M	Sell	2,837,709 -247,327	-8%	-$3.68M	0.83%	25
2025 Q3	$47.9M	Buy	3,085,036 +2,961,094	+2,389%	+$45.7M	0.97%	23
2025 Q2	$1.93M	Buy	+123,942	New	+$1.91M	0.04%	313

Other funds holding SCD

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sit Investment Associates's SCD Position: Q2 2026 in Review

Sit Investment Associates reduced its LMP Capital and Income Fund (SCD) stake by 5.2% in Q2 2026, selling an estimated $2.2M and leaving 2,635,988 shares worth $41.3M. The position accounts for 0.78% of the portfolio, ranked #26.

Sit Investment Associates first reported a position in SCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $47.9M in Q3 2025. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Sit Investment Associates held 2,635,988 shares of LMP Capital and Income Fund worth $41.3M as of Q2 2026.
Sit Investment Associates sold 143,845 LMP Capital and Income Fund shares in Q2 2026, an estimated $2.2M.
LMP Capital and Income Fund made up 0.78% of Sit Investment Associates's portfolio in Q2 2026, its #26 holding.
Sit Investment Associates first reported a position in LMP Capital and Income Fund in Q2 2025 and has held it in 5 quarters since.
Sit Investment Associates's LMP Capital and Income Fund position peaked at $47.9M in Q3 2025.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.