CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s MSC Income Fund Inc MSIF Stock Holding History

CAPTRUST Financial 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
Q3 		$560K Sell
47,591
-9,510
-17% -$114K ﹤0.01% 2140
2026
Q2 		$661K Sell
57,101
-5,352
-9% -$65.5K ﹤0.01% 1991
2026
Q1 		$761K Buy
62,453
+7,971
+15% +$103K ﹤0.01% 1758
2025
Q4 		$716K Buy
+54,482
New +$723K ﹤0.01% 1696

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Riverbridge Partners
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Osaic Holdings
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J.W. Cole Advisors
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Sigma Planning Corp
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Centaurus Financial
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CAPTRUST Financial Advisors's MSIF Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its MSC Income Fund Inc (MSIF) stake by 17% in Q3 2026, selling an estimated $114K and leaving 47,591 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

CAPTRUST Financial Advisors first reported a position in MSIF in Q4 2025 and has held it in 4 quarters since. The position peaked at $761K in Q1 2026. 103 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • CAPTRUST Financial Advisors held 47,591 shares of MSC Income Fund Inc worth $560K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 9,510 MSC Income Fund Inc shares in Q3 2026, an estimated $114K.
  • MSC Income Fund Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2140 holding.
  • CAPTRUST Financial Advisors first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's MSC Income Fund Inc position peaked at $761K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.