AWA
MSIF

Arkadios Wealth Advisors’s MSC Income Fund Inc MSIF Stock Holding History

Arkadios Wealth Advisors’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
Q2 		$1.11M Sell
95,647
-798
-0.8% -$9.76K 0.02% 769
2026
Q1 		$1.17M Buy
96,445
+5,249
+6% +$67.9K 0.02% 712
2025
Q4 		$1.2M Buy
+91,196
New +$1.21M 0.02% 623

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Arkadios Wealth Advisors's MSIF Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its MSC Income Fund Inc (MSIF) stake by 0.83% in Q2 2026, selling an estimated $9.76K and leaving 95,647 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #769.

Arkadios Wealth Advisors first reported a position in MSIF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Arkadios Wealth Advisors held 95,647 shares of MSC Income Fund Inc worth $1.11M as of Q2 2026.
  • Arkadios Wealth Advisors sold 798 MSC Income Fund Inc shares in Q2 2026, an estimated $9.76K.
  • MSC Income Fund Inc made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #769 holding.
  • Arkadios Wealth Advisors first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's MSC Income Fund Inc position peaked at $1.2M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.