MFT
MSIF

Moisand Fitzgerald Tamayo’s MSC Income Fund Inc MSIF Stock Holding History

Moisand Fitzgerald Tamayo’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 		$6.22K Hold
538
– – ﹤0.01% 416
2026
Q1 		$6.55K Buy
+538
New +$6.96K ﹤0.01% 382
2025
Q4 		– Sell
-536
Closed -$7.04K – 587
2025
Q3 		$7.04K Buy
+536
New +$7.97K ﹤0.01% 398
2025
Q2 		– Sell
-1,612
Closed -$24.8K – 598
2025
Q1 		$24.8K Buy
+1,612
New +$27.2K ﹤0.01% 251

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
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

Moisand Fitzgerald Tamayo's MSIF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its MSC Income Fund Inc (MSIF) position steady in Q2 2026 at 538 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Moisand Fitzgerald Tamayo first reported a position in MSIF in Q1 2025 and has held it in 4 quarters since. The position peaked at $24.8K in Q1 2025. 32 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 538 shares of MSC Income Fund Inc worth $6.22K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its MSC Income Fund Inc share count unchanged in Q2 2026.
  • MSC Income Fund Inc made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #416 holding.
  • Moisand Fitzgerald Tamayo first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 4 quarters since.
  • Moisand Fitzgerald Tamayo's MSC Income Fund Inc position peaked at $24.8K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.