Carson Wealth (CWM LLC)
MSIF

Carson Wealth (CWM LLC)’s MSC Income Fund Inc MSIF Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.08M Buy
89,080
+35,440
+66% +$458K ﹤0.01% 1493
2025
Q4 		$705K Buy
53,640
+28,166
+111% +$374K ﹤0.01% 1706
2025
Q3 		$334K Buy
+25,474
New +$379K ﹤0.01% 2039

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

Carson Wealth (CWM LLC)'s MSIF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MSC Income Fund Inc (MSIF) stake by 66% in Q1 2026, buying an estimated $458K and bringing the position to 89,080 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Carson Wealth (CWM LLC) first reported a position in MSIF in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 89,080 shares of MSC Income Fund Inc worth $1.08M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,440 MSC Income Fund Inc shares in Q1 2026, an estimated $458K.
  • MSC Income Fund Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1493 holding.
  • Carson Wealth (CWM LLC) first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.