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 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 $4.93B AUM 12.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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 $6.01B AUM 24.74% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Truist Financial's SCD Position: Q1 2026 in Review

Truist Financial increased its LMP Capital and Income Fund (SCD) stake by 0.34% in Q1 2026, buying an estimated $741 and bringing the position to 14,032 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Truist Financial first reported a position in SCD in Q1 2020 and has held it in 10 quarters since. The position peaked at $224K in Q3 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

Truist Financial held 14,032 shares of LMP Capital and Income Fund worth $209K as of Q1 2026.
Truist Financial bought 48 LMP Capital and Income Fund shares in Q1 2026, an estimated $741.
LMP Capital and Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2625 holding.
Truist Financial first reported a position in LMP Capital and Income Fund in Q1 2020 and has held it in 10 quarters since.
Truist Financial's LMP Capital and Income Fund position peaked at $224K in Q3 2025.
53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.