CFCI
MSIF

Comprehensive Financial Consultants Institutional’s MSC Income Fund Inc MSIF Stock Holding History

Comprehensive Financial Consultants Institutional’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 		– Sell
-16,801
Closed -$221K – 202
2025
Q4 		$221K Buy
+16,801
New +$223K 0.07% 182

Other funds holding MSIF

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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

Comprehensive Financial Consultants Institutional's MSIF Position: Q1 2026 in Review

Comprehensive Financial Consultants Institutional sold out of MSC Income Fund Inc (MSIF) in Q1 2026, closing a stake of 16,801 shares — an estimated $221K sold.

Comprehensive Financial Consultants Institutional first reported a position in MSIF in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining MSC Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 16,801 MSC Income Fund Inc shares in Q1 2026, an estimated $221K.
  • Comprehensive Financial Consultants Institutional first reported a position in MSC Income Fund Inc in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's MSC Income Fund Inc position peaked at $221K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2026, filed 8 May 2026.