Independent Financial Group
MSIF icon

Independent Financial Group’s MSC Income Fund Inc MSIF Stock Holding History

Independent Financial Group’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
Q3 		$267K Sell
22,683
-4,016
-15% -$48.3K ﹤0.01% 1350
2026
Q2 		$309K Sell
26,699
-9,460
-26% -$116K 0.01% 1231
2026
Q1 		$440K Buy
36,159
+13,198
+57% +$171K 0.01% 994
2025
Q4 		$302K Buy
22,961
+12,516
+120% +$166K 0.01% 1146
2025
Q3 		$137K Buy
+10,445
New +$155K ﹤0.01% 1321

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Independent Financial Group's MSIF Position: Q3 2026 in Review

Independent Financial Group reduced its MSC Income Fund Inc (MSIF) stake by 15% in Q3 2026, selling an estimated $48.3K and leaving 22,683 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Independent Financial Group first reported a position in MSIF in Q3 2025 and has held it in 5 quarters since. The position peaked at $440K in Q1 2026. 15 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • Independent Financial Group held 22,683 shares of MSC Income Fund Inc worth $267K as of Q3 2026.
  • Independent Financial Group sold 4,016 MSC Income Fund Inc shares in Q3 2026, an estimated $48.3K.
  • MSC Income Fund Inc made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1350 holding.
  • Independent Financial Group first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's MSC Income Fund Inc position peaked at $440K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.