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

Financial Gravity Companies’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 		$28.8K Buy
+2,485
New +$30.4K ﹤0.01% 394
2025
Q2 		$22.7K Buy
+1,391
New +$22.1K ﹤0.01% 434

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

Financial Gravity Companies's MSIF Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in MSC Income Fund Inc (MSIF) in Q2 2026: 2,485 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MSIF as recently as Q2 2025.

Financial Gravity Companies first reported a position in MSIF in Q2 2025 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Financial Gravity Companies held 2,485 shares of MSC Income Fund Inc worth $28.8K as of Q2 2026.
  • MSC Income Fund Inc was a new Financial Gravity Companies position in Q2 2026.
  • MSC Income Fund Inc made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #394 holding.
  • Financial Gravity Companies first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.