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Garton & Associates Financial Advisors’s MSC Income Fund Inc MSIF Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-854
Closed -$11.2K – 737
2025
Q4 		$11.2K Buy
+854
New +$11.3K 0.01% 804

Other funds holding MSIF

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

Garton & Associates Financial Advisors's MSIF Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of MSC Income Fund Inc (MSIF) in Q1 2026, closing a stake of 854 shares — an estimated $11.2K sold.

Garton & Associates Financial Advisors first reported a position in MSIF in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 160 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining MSC Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 854 MSC Income Fund Inc shares in Q1 2026, an estimated $11.2K.
  • Garton & Associates Financial Advisors first reported a position in MSC Income Fund Inc in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's MSC Income Fund Inc position peaked at $11.2K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.