MassMutual Private Wealth & Trust
MSIF icon

MassMutual Private Wealth & Trust’s MSC Income Fund Inc MSIF Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-3,643
Closed -$42.1K – 2501
2026
Q2 		$42.1K Buy
+3,643
New +$44.6K ﹤0.01% 842

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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

MassMutual Private Wealth & Trust's MSIF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of MSC Income Fund Inc (MSIF) in Q3 2026, closing a stake of 3,643 shares — an estimated $42.1K sold.

MassMutual Private Wealth & Trust first reported a position in MSIF in Q2 2026 and held it in 1 quarter. The position peaked at $42.1K in Q2 2026. 13 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • MassMutual Private Wealth & Trust reported no remaining MSC Income Fund Inc position as of Q3 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,643 MSC Income Fund Inc shares in Q3 2026, an estimated $42.1K.
  • MassMutual Private Wealth & Trust first reported a position in MSC Income Fund Inc in Q2 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's MSC Income Fund Inc position peaked at $42.1K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.