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 Q2	$225K	Buy	14,385 +353	+3%	+$5.41K	﹤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

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

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

Truist Financial's SCD Position: Q2 2026 in Review

Truist Financial increased its LMP Capital and Income Fund (SCD) stake by 2.5% in Q2 2026, buying an estimated $5.41K and bringing the position to 14,385 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Truist Financial first reported a position in SCD in Q1 2020 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Truist Financial held 14,385 shares of LMP Capital and Income Fund worth $225K as of Q2 2026.
Truist Financial bought 353 LMP Capital and Income Fund shares in Q2 2026, an estimated $5.41K.
LMP Capital and Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2707 holding.
Truist Financial first reported a position in LMP Capital and Income Fund in Q1 2020 and has held it in 11 quarters since.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.