LPL Financial
MSIF

LPL Financial’s MSC Income Fund Inc MSIF Stock Holding History

LPL Financial’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 		$5.14M Sell
444,595
-9,997
-2% -$122K ﹤0.01% 2769
2026
Q1 		$5.54M Buy
454,592
+180,033
+66% +$2.33M ﹤0.01% 2530
2025
Q4 		$3.61M Buy
274,559
+117,918
+75% +$1.57M ﹤0.01% 2837
2025
Q3 		$2.06M Buy
156,641
+142,232
+987% +$2.12M ﹤0.01% 3292
2025
Q2 		$237K Buy
+14,409
New +$229K ﹤0.01% 4960

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's MSIF Position: Q2 2026 in Review

LPL Financial reduced its MSC Income Fund Inc (MSIF) stake by 2.2% in Q2 2026, selling an estimated $122K and leaving 444,595 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

LPL Financial first reported a position in MSIF in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.54M in Q1 2026. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • LPL Financial held 444,595 shares of MSC Income Fund Inc worth $5.14M as of Q2 2026.
  • LPL Financial sold 9,997 MSC Income Fund Inc shares in Q2 2026, an estimated $122K.
  • MSC Income Fund Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2769 holding.
  • LPL Financial first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's MSC Income Fund Inc position peaked at $5.54M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.