BFA
MSIF

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
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

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

Beacon Financial Advisory's MSIF Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in MSC Income Fund Inc (MSIF) in Q1 2026: 37,325 shares worth $455K. The stake represents 0.1% of the portfolio and ranks #244 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in MSIF as recently as Q3 2025.

Beacon Financial Advisory first reported a position in MSIF in Q3 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Beacon Financial Advisory held 37,325 shares of MSC Income Fund Inc worth $455K as of Q1 2026.
  • MSC Income Fund Inc was a new Beacon Financial Advisory position in Q1 2026.
  • MSC Income Fund Inc made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #244 holding.
  • Beacon Financial Advisory first reported a position in MSC Income Fund Inc in Q3 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 Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.