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BFC Planning, Inc.’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

BFC Planning, Inc.’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-227
Closed -$3.43K – 3560
2026
Q2 		$3.43K Buy
+227
New +$3.44K ﹤0.01% 2820
2025
Q4 		– Sell
-500
Closed -$8.04K – 3292
2025
Q3 		$8.04K Hold
500
– – ﹤0.01% 2014
2025
Q2 		$9.36K Hold
500
– – ﹤0.01% 1841
2025
Q1 		$10K Buy
+500
New +$10.3K ﹤0.01% 1773

Other funds holding MSDL

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 34.85% 1-Year Est. Return
American Financial Group
American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return

BFC Planning, Inc.'s MSDL Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Morgan Stanley Direct Lending Fund (MSDL) in Q3 2026, closing a stake of 227 shares — an estimated $3.43K sold.

BFC Planning, Inc. first reported a position in MSDL in Q1 2025 and held it in 4 quarters. The position peaked at $10K in Q1 2025. 112 funds tracked by Wall St. Rank hold MSDL as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Morgan Stanley Direct Lending Fund position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 227 Morgan Stanley Direct Lending Fund shares in Q3 2026, an estimated $3.43K.
  • BFC Planning, Inc. first reported a position in Morgan Stanley Direct Lending Fund in Q1 2025 and held it in 4 quarters.
  • BFC Planning, Inc.'s Morgan Stanley Direct Lending Fund position peaked at $10K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.