IA
MSIF

IFP Advisors’s MSC Income Fund Inc MSIF Stock Holding History

IFP 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 		$24.2K Sell
2,088
-8,689
-81% -$106K ﹤0.01% 2857
2026
Q1 		$131K Buy
10,777
+4,449
+70% +$57.5K ﹤0.01% 1653
2025
Q4 		$83.2K Buy
6,328
+1,889
+43% +$25.1K ﹤0.01% 1915
2025
Q3 		$58.3K Buy
+4,439
New +$66K ﹤0.01% 2003

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

IFP Advisors's MSIF Position: Q2 2026 in Review

IFP Advisors reduced its MSC Income Fund Inc (MSIF) stake by 81% in Q2 2026, selling an estimated $106K and leaving 2,088 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

IFP Advisors first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $131K in Q1 2026. 31 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • IFP Advisors held 2,088 shares of MSC Income Fund Inc worth $24.2K as of Q2 2026.
  • IFP Advisors sold 8,689 MSC Income Fund Inc shares in Q2 2026, an estimated $106K.
  • MSC Income Fund Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2857 holding.
  • IFP Advisors first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's MSC Income Fund Inc position peaked at $131K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.