MFG
MSIF

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

Merit 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
Q2 		$1.05M Sell
90,722
-11,254
-11% -$138K 0.01% 1056
2026
Q1 		$1.24M Buy
101,976
+28,039
+38% +$363K 0.01% 877
2025
Q4 		$972K Buy
73,937
+33,844
+84% +$449K 0.01% 967
2025
Q3 		$526K Buy
+40,093
New +$596K ﹤0.01% 1161

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
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

Merit Financial Group's MSIF Position: Q2 2026 in Review

Merit Financial Group reduced its MSC Income Fund Inc (MSIF) stake by 11% in Q2 2026, selling an estimated $138K and leaving 90,722 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1056.

Merit Financial Group first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q1 2026. 31 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Merit Financial Group held 90,722 shares of MSC Income Fund Inc worth $1.05M as of Q2 2026.
  • Merit Financial Group sold 11,254 MSC Income Fund Inc shares in Q2 2026, an estimated $138K.
  • MSC Income Fund Inc made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1056 holding.
  • Merit Financial Group first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Merit Financial Group's MSC Income Fund Inc position peaked at $1.24M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.