Commonwealth Equity Services
MSIF

Commonwealth Equity Services’s MSC Income Fund Inc MSIF Stock Holding History

Commonwealth Equity Services’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 		$871K Sell
75,281
-25,154
-25% -$308K ﹤0.01% 2813
2026
Q1 		$1.22M Buy
100,435
+36,566
+57% +$473K ﹤0.01% 2430
2025
Q4 		$839K Buy
63,869
+29,506
+86% +$392K ﹤0.01% 2730
2025
Q3 		$451K Buy
+34,363
New +$511K ﹤0.01% 3262

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's MSIF Position: Q2 2026 in Review

Commonwealth Equity Services reduced its MSC Income Fund Inc (MSIF) stake by 25% in Q2 2026, selling an estimated $308K and leaving 75,281 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Commonwealth Equity Services first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Commonwealth Equity Services held 75,281 shares of MSC Income Fund Inc worth $871K as of Q2 2026.
  • Commonwealth Equity Services sold 25,154 MSC Income Fund Inc shares in Q2 2026, an estimated $308K.
  • MSC Income Fund Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2813 holding.
  • Commonwealth Equity Services first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's MSC Income Fund Inc position peaked at $1.22M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.