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Demars Financial Group’s MSC Income Fund Inc MSIF Stock Holding History

Demars Financial Group’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 		– Sell
-12,572
Closed -$153K – 126
2026
Q1 		$153K Buy
+12,572
New +$163K 0.05% 102

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 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

Demars Financial Group's MSIF Position: Q2 2026 in Review

Demars Financial Group sold out of MSC Income Fund Inc (MSIF) in Q2 2026, closing a stake of 12,572 shares — an estimated $153K sold.

Demars Financial Group first reported a position in MSIF in Q1 2026 and held it in 1 quarter. The position peaked at $153K in Q1 2026. 167 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Demars Financial Group reported no remaining MSC Income Fund Inc position as of Q2 2026 after selling out during the quarter.
  • Demars Financial Group sold 12,572 MSC Income Fund Inc shares in Q2 2026, an estimated $153K.
  • Demars Financial Group first reported a position in MSC Income Fund Inc in Q1 2026 and held it in 1 quarter.
  • Demars Financial Group's MSC Income Fund Inc position peaked at $153K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.