HHGA
MSIF

Halbert Hargrove Global Advisors’s MSC Income Fund Inc MSIF Stock Holding History

Halbert Hargrove Global 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
Q2 		$12.4K Hold
1,075
– – ﹤0.01% 295
2026
Q1 		$13.1K Buy
1,075
+359
+50% +$4.64K ﹤0.01% 273
2025
Q4 		$9.41K Buy
716
+358
+100% +$4.75K ﹤0.01% 296
2025
Q3 		$4.7K Buy
+358
New +$5.33K ﹤0.01% 425

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Halbert Hargrove Global Advisors's MSIF Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its MSC Income Fund Inc (MSIF) position steady in Q2 2026 at 1,075 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Halbert Hargrove Global Advisors first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.1K in Q1 2026. 32 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,075 shares of MSC Income Fund Inc worth $12.4K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its MSC Income Fund Inc share count unchanged in Q2 2026.
  • MSC Income Fund Inc made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #295 holding.
  • Halbert Hargrove Global Advisors first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's MSC Income Fund Inc position peaked at $13.1K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.