Diversify Advisory Services’s MSC Income Fund Inc MSIF Stock Holding History

Diversify Advisory 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	$1.22M	Buy	106,159 +37,160	+54%	+$455K	0.02%	563
2026 Q1	$865K	Sell	68,999 -22,424	-25%	-$290K	0.13%	77
2025 Q4	$1.2M	Buy	91,423 +3,998	+5%	+$53.1K	0.04%	350
2025 Q3	$1.11M	Buy	+87,425	New	+$1.3M	0.04%	340

Other funds holding MSIF

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Diversify Advisory Services's MSIF Position: Q2 2026 in Review

Diversify Advisory Services increased its MSC Income Fund Inc (MSIF) stake by 54% in Q2 2026, buying an estimated $455K and bringing the position to 106,159 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #563.

Diversify Advisory Services first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

Diversify Advisory Services held 106,159 shares of MSC Income Fund Inc worth $1.22M as of Q2 2026.
Diversify Advisory Services bought 37,160 MSC Income Fund Inc shares in Q2 2026, an estimated $455K.
MSC Income Fund Inc made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #563 holding.
Diversify Advisory Services first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.