BFS
MSIF

BridgePort Financial Solutions’s MSC Income Fund Inc MSIF Stock Holding History

BridgePort Financial Solutions’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 		$165K Sell
14,302
-2,663
-16% -$32.6K 0.04% 239
2026
Q1 		$207K Buy
16,965
+5,626
+50% +$72.8K 0.06% 225
2025
Q4 		$149K Buy
+11,339
New +$151K 0.04% 238

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BridgePort Financial Solutions's MSIF Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its MSC Income Fund Inc (MSIF) stake by 16% in Q2 2026, selling an estimated $32.6K and leaving 14,302 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #239.

BridgePort Financial Solutions first reported a position in MSIF in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q1 2026. 57 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • BridgePort Financial Solutions held 14,302 shares of MSC Income Fund Inc worth $165K as of Q2 2026.
  • BridgePort Financial Solutions sold 2,663 MSC Income Fund Inc shares in Q2 2026, an estimated $32.6K.
  • MSC Income Fund Inc made up 0.04% of BridgePort Financial Solutions's portfolio in Q2 2026, its #239 holding.
  • BridgePort Financial Solutions first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • BridgePort Financial Solutions's MSC Income Fund Inc position peaked at $207K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.