CIA
MSIF

Concurrent Investment Advisors’s MSC Income Fund Inc MSIF Stock Holding History

Concurrent Investment 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
Q2 		$150K Sell
12,960
-329
-2% -$4.03K ﹤0.01% 1989
2026
Q1 		$162K Sell
13,289
-10,602
-44% -$137K ﹤0.01% 1777
2025
Q4 		$327K Buy
+23,891
New +$317K ﹤0.01% 1340

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

Concurrent Investment Advisors's MSIF Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its MSC Income Fund Inc (MSIF) stake by 2.5% in Q2 2026, selling an estimated $4.03K and leaving 12,960 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Concurrent Investment Advisors first reported a position in MSIF in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Concurrent Investment Advisors held 12,960 shares of MSC Income Fund Inc worth $150K as of Q2 2026.
  • Concurrent Investment Advisors sold 329 MSC Income Fund Inc shares in Q2 2026, an estimated $4.03K.
  • MSC Income Fund Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1989 holding.
  • Concurrent Investment Advisors first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's MSC Income Fund Inc position peaked at $327K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.