JWCA
MSIF

J.W. Cole Advisors’s MSC Income Fund Inc MSIF Stock Holding History

J.W. Cole 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 		$2.34M Buy
+202,156
New +$2.47M 0.04% 445
2026
Q1 		– Sell
-167,387
Closed -$2.18M – 1534
2025
Q4 		$2.18M Buy
167,387
+78,000
+87% +$1.04M 0.05% 362
2025
Q3 		$1.17M Buy
+89,387
New +$1.33M 0.02% 660

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

J.W. Cole Advisors's MSIF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in MSC Income Fund Inc (MSIF) in Q2 2026: 202,156 shares worth $2.34M. The stake represents 0.04% of the portfolio and ranks #445 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MSIF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MSIF in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • J.W. Cole Advisors held 202,156 shares of MSC Income Fund Inc worth $2.34M as of Q2 2026.
  • MSC Income Fund Inc was a new J.W. Cole Advisors position in Q2 2026.
  • MSC Income Fund Inc made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #445 holding.
  • J.W. Cole Advisors first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.