AWM
MSIF

Aviso Wealth Management’s MSC Income Fund Inc MSIF Stock Holding History

Aviso Wealth Management’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 		$1.32M Buy
114,250
+50,120
+78% +$613K 0.45% 46
2026
Q1 		$781K Buy
64,130
+47,058
+276% +$609K 0.35% 65
2025
Q4 		$224K Buy
+17,072
New +$227K 0.09% 138

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

Aviso Wealth Management's MSIF Position: Q2 2026 in Review

Aviso Wealth Management increased its MSC Income Fund Inc (MSIF) stake by 78% in Q2 2026, buying an estimated $613K and bringing the position to 114,250 shares worth $1.32M. The position accounts for 0.45% of the portfolio, ranked #46.

Aviso Wealth Management first reported a position in MSIF in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Aviso Wealth Management held 114,250 shares of MSC Income Fund Inc worth $1.32M as of Q2 2026.
  • Aviso Wealth Management bought 50,120 MSC Income Fund Inc shares in Q2 2026, an estimated $613K.
  • MSC Income Fund Inc made up 0.45% of Aviso Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Aviso Wealth Management first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.