GWANC
MSIF

Guardian Wealth Advisors (North Carolina)’s MSC Income Fund Inc MSIF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$136K Sell
11,797
-1,075
-8% -$13.2K 0.01% 381
2026
Q1 		$157K Buy
+12,872
New +$166K 0.01% 368

Other funds holding MSIF

SMH
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AM
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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

Guardian Wealth Advisors (North Carolina)'s MSIF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its MSC Income Fund Inc (MSIF) stake by 8.4% in Q2 2026, selling an estimated $13.2K and leaving 11,797 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #381.

Guardian Wealth Advisors (North Carolina) first reported a position in MSIF in Q1 2026 and has held it in 2 quarters since. The position peaked at $157K in Q1 2026. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,797 shares of MSC Income Fund Inc worth $136K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,075 MSC Income Fund Inc shares in Q2 2026, an estimated $13.2K.
  • MSC Income Fund Inc made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #381 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in MSC Income Fund Inc in Q1 2026 and has held it in 2 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s MSC Income Fund Inc position peaked at $157K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.