Beacon Financial Advisory
MSIF icon

Beacon Financial Advisory’s MSC Income Fund Inc MSIF Stock Holding History

Beacon Financial Advisory’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
Q3 		$494K Buy
42,006
+89
+0.2% +$1.07K 0.09% 259
2026
Q2 		$485K Buy
41,917
+4,592
+12% +$56.2K 0.1% 250
2026
Q1 		$455K Buy
+37,325
New +$483K 0.1% 244
2025
Q4 		– Sell
-19,858
Closed -$261K – 410
2025
Q3 		$261K Buy
+19,858
New +$295K 0.06% 320

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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Beacon Financial Advisory's MSIF Position: Q3 2026 in Review

Beacon Financial Advisory increased its MSC Income Fund Inc (MSIF) stake by 0.21% in Q3 2026, buying an estimated $1.07K and bringing the position to 42,006 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #259.

Beacon Financial Advisory first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • Beacon Financial Advisory held 42,006 shares of MSC Income Fund Inc worth $494K as of Q3 2026.
  • Beacon Financial Advisory bought 89 MSC Income Fund Inc shares in Q3 2026, an estimated $1.07K.
  • MSC Income Fund Inc made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #259 holding.
  • Beacon Financial Advisory first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.