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Patriot Financial Group Insurance Agency’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,200
Closed -$210K – 551
2025
Q2 		$210K Buy
+11,200
New +$217K 0.02% 481

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UBS Group
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MC
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Toronto Dominion Bank
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Marshall Wace
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AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MSDL Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Morgan Stanley Direct Lending Fund (MSDL) in Q3 2025, closing a stake of 11,200 shares — an estimated $210K sold.

Patriot Financial Group Insurance Agency first reported a position in MSDL in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 117 funds tracked by Wall St. Rank hold MSDL as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Morgan Stanley Direct Lending Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11,200 Morgan Stanley Direct Lending Fund shares in Q3 2025, an estimated $210K.
  • Patriot Financial Group Insurance Agency first reported a position in Morgan Stanley Direct Lending Fund in Q2 2025 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Morgan Stanley Direct Lending Fund position peaked at $210K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Morgan Stanley Direct Lending Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.