AA
MSIF

Advisory Alpha’s MSC Income Fund Inc MSIF Stock Holding History

Advisory Alpha’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Buy
31,992
+17,793
+125% +$230K 0.01% 377
2025
Q4 		$187K Buy
+14,199
New +$189K 0.01% 506

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisory Alpha's MSIF Position: Q1 2026 in Review

Advisory Alpha increased its MSC Income Fund Inc (MSIF) stake by 125% in Q1 2026, buying an estimated $230K and bringing the position to 31,992 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #377.

Advisory Alpha first reported a position in MSIF in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Advisory Alpha held 31,992 shares of MSC Income Fund Inc worth $390K as of Q1 2026.
  • Advisory Alpha bought 17,793 MSC Income Fund Inc shares in Q1 2026, an estimated $230K.
  • MSC Income Fund Inc made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #377 holding.
  • Advisory Alpha first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.