CI
MSIF

CX Institutional’s MSC Income Fund Inc MSIF Stock Holding History

CX 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
Q2 		$119K Sell
10,327
-4,896
-32% -$59.9K ﹤0.01% 830
2026
Q1 		$185K Sell
15,223
-1,018
-6% -$13.2K 0.01% 738
2025
Q4 		$213K Buy
16,241
+13,618
+519% +$181K 0.01% 694
2025
Q3 		$34K Buy
2,623
+2,038
+348% +$30.3K ﹤0.01% 1007
2025
Q2 		$10K Buy
+585
New +$9.31K ﹤0.01% 1047

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

CX Institutional's MSIF Position: Q2 2026 in Review

CX Institutional reduced its MSC Income Fund Inc (MSIF) stake by 32% in Q2 2026, selling an estimated $59.9K and leaving 10,327 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

CX Institutional first reported a position in MSIF in Q2 2025 and has held it in 5 quarters since. The position peaked at $213K in Q4 2025. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • CX Institutional held 10,327 shares of MSC Income Fund Inc worth $119K as of Q2 2026.
  • CX Institutional sold 4,896 MSC Income Fund Inc shares in Q2 2026, an estimated $59.9K.
  • MSC Income Fund Inc made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #830 holding.
  • CX Institutional first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 5 quarters since.
  • CX Institutional's MSC Income Fund Inc position peaked at $213K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.