PFGIA
MSIF

Patriot Financial Group Insurance Agency’s MSC Income Fund Inc MSIF Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-17,684
Closed -$215K – 720
2026
Q1 		$215K Buy
+17,684
New +$229K 0.01% 649

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Patriot Financial Group Insurance Agency's MSIF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of MSC Income Fund Inc (MSIF) in Q2 2026, closing a stake of 17,684 shares — an estimated $215K sold.

Patriot Financial Group Insurance Agency first reported a position in MSIF in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining MSC Income Fund Inc position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17,684 MSC Income Fund Inc shares in Q2 2026, an estimated $215K.
  • Patriot Financial Group Insurance Agency first reported a position in MSC Income Fund Inc in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's MSC Income Fund Inc position peaked at $215K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.