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

Truist 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 Q3	$200K	Sell	13,542 -843	-6%	-$13K	﹤0.01%	2761
2026 Q2	$225K	Buy	14,385 +353	+3%	+$5.4K	﹤0.01%	2707
2026 Q1	$209K	Buy	14,032 +48	+0.3%	+$741	﹤0.01%	2625
2025 Q4	$207K	Sell	13,984 -437	-3%	-$6.51K	﹤0.01%	2590
2025 Q3	$224K	Buy	+14,421	New	+$223K	﹤0.01%	2492
2021 Q4	–	Sell	-14,160	Closed	-$195K	–	2841
2021 Q3	$195K	Hold	14,160	–	–	﹤0.01%	2566
2021 Q2	$204K	Hold	14,160	–	–	﹤0.01%	2584
2021 Q1	$180K	Hold	14,160	–	–	﹤0.01%	2523
2020 Q4	$165K	Hold	14,160	–	–	﹤0.01%	2420
2020 Q3	$144K	Hold	14,160	–	–	﹤0.01%	2314
2020 Q2	$142K	Hold	14,160	–	–	﹤0.01%	2253
2020 Q1	$114K	Buy	+14,160	New	+$188K	﹤0.01%	2236

Other funds holding SCD

Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Truist Financial's SCD Position: Q3 2026 in Review

Truist Financial reduced its LMP Capital and Income Fund (SCD) stake by 5.9% in Q3 2026, selling an estimated $13K and leaving 13,542 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Truist Financial first reported a position in SCD in Q1 2020 and has held it in 12 quarters since. The position peaked at $225K in Q2 2026. 34 funds tracked by Wall St. Rank hold SCD as of Q3 2026.

Truist Financial held 13,542 shares of LMP Capital and Income Fund worth $200K as of Q3 2026.
Truist Financial sold 843 LMP Capital and Income Fund shares in Q3 2026, an estimated $13K.
LMP Capital and Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2761 holding.
Truist Financial first reported a position in LMP Capital and Income Fund in Q1 2020 and has held it in 12 quarters since.
Truist Financial's LMP Capital and Income Fund position peaked at $225K in Q2 2026.
34 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.