Steward Partners Investment Advisory’s LMP Capital and Income Fund SCD Stock Holding History

Steward Partners Investment Advisory’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	$2.66M	Sell	169,835 -80,925	-32%	-$1.24M	0.01%	797
2026 Q1	$3.74M	Buy	250,760 +84,346	+51%	+$1.3M	0.02%	619
2025 Q4	$2.46M	Sell	166,414 -8,802	-5%	-$131K	0.01%	706
2025 Q3	$2.72M	Sell	175,216 -758	-0.4%	-$11.7K	0.02%	664
2025 Q2	$2.75M	Sell	175,974 -2,343	-1%	-$36.2K	0.02%	601
2025 Q1	$2.84M	Buy	178,317 +2,590	+1%	+$43.4K	0.03%	546
2024 Q4	$3.02M	Buy	175,727 +20,400	+13%	+$353K	0.03%	511
2024 Q3	$2.73M	Buy	155,327 +5,372	+4%	+$86.5K	0.03%	529
2024 Q2	$2.32M	Buy	149,955 +13,487	+10%	+$205K	0.02%	537
2024 Q1	$2.13M	Buy	136,468 +21,294	+18%	+$303K	0.02%	568
2023 Q4	$1.61M	Buy	115,174 +2,793	+2%	+$35.5K	0.02%	565
2023 Q3	$1.4M	Buy	112,381 +8,906	+9%	+$114K	0.02%	564
2023 Q2	$1.33M	Buy	103,475 +8,750	+9%	+$107K	0.02%	606
2023 Q1	$1.16M	Buy	94,725 +9,175	+11%	+$113K	0.02%	650
2022 Q4	$1.03M	Buy	85,550 +300	+0.4%	+$3.64K	0.02%	657
2022 Q3	$961K	Buy	85,250 +84,970	+30,346%	+$1.09M	0.02%	638
2022 Q2	$3K	Buy	+280	New	+$3.77K	﹤0.01%	2939
2021 Q2	–	Sell	-4,550	Closed	-$57.8K	–	7358
2021 Q1	$57.8K	Buy	+4,550	New	+$55.5K	﹤0.01%	1910
2018 Q4	–	Sell	-77	Closed	-$1K	–	1894
2018 Q3	$1K	Hold	77	–	–	﹤0.01%	2522
2018 Q2	$1K	Buy	+77	New	+$997	﹤0.01%	2384

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's SCD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its LMP Capital and Income Fund (SCD) stake by 32% in Q2 2026, selling an estimated $1.24M and leaving 169,835 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #797.

Steward Partners Investment Advisory first reported a position in SCD in Q2 2018 and has held it in 20 quarters since. The position peaked at $3.74M in Q1 2026. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Steward Partners Investment Advisory held 169,835 shares of LMP Capital and Income Fund worth $2.66M as of Q2 2026.
Steward Partners Investment Advisory sold 80,925 LMP Capital and Income Fund shares in Q2 2026, an estimated $1.24M.
LMP Capital and Income Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #797 holding.
Steward Partners Investment Advisory first reported a position in LMP Capital and Income Fund in Q2 2018 and has held it in 20 quarters since.
Steward Partners Investment Advisory's LMP Capital and Income Fund position peaked at $3.74M in Q1 2026.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.