FGAM
MSIF

Financial Gravity Asset Management’s MSC Income Fund Inc MSIF Stock Holding History

Financial Gravity Asset Management’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 		$30.3K Buy
2,485
+1,139
+85% +$14.7K 0.01% 386
2025
Q4 		$17.7K Sell
1,346
-2,130
-61% -$28.3K ﹤0.01% 394
2025
Q3 		$46.3K Buy
+3,476
New +$51.7K 0.01% 306

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Gravity Asset Management's MSIF Position: Q1 2026 in Review

Financial Gravity Asset Management increased its MSC Income Fund Inc (MSIF) stake by 85% in Q1 2026, buying an estimated $14.7K and bringing the position to 2,485 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #386.

Financial Gravity Asset Management first reported a position in MSIF in Q3 2025 and has held it in 3 quarters since. The position peaked at $46.3K in Q3 2025. 160 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Financial Gravity Asset Management held 2,485 shares of MSC Income Fund Inc worth $30.3K as of Q1 2026.
  • Financial Gravity Asset Management bought 1,139 MSC Income Fund Inc shares in Q1 2026, an estimated $14.7K.
  • MSC Income Fund Inc made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #386 holding.
  • Financial Gravity Asset Management first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's MSC Income Fund Inc position peaked at $46.3K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.