PFS
MSIF

Prospera Financial Services’s MSC Income Fund Inc MSIF Stock Holding History

Prospera Financial Services’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 		$553K Buy
47,824
+149
+0.3% +$1.82K 0.01% 996
2026
Q1 		$581K Buy
47,675
+20,605
+76% +$267K 0.01% 933
2025
Q4 		$356K Buy
27,070
+13,303
+97% +$177K 0.01% 1074
2025
Q3 		$181K Buy
+13,767
New +$205K ﹤0.01% 1304

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
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

Prospera Financial Services's MSIF Position: Q2 2026 in Review

Prospera Financial Services increased its MSC Income Fund Inc (MSIF) stake by 0.31% in Q2 2026, buying an estimated $1.82K and bringing the position to 47,824 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #996.

Prospera Financial Services first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $581K in Q1 2026. 32 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Prospera Financial Services held 47,824 shares of MSC Income Fund Inc worth $553K as of Q2 2026.
  • Prospera Financial Services bought 149 MSC Income Fund Inc shares in Q2 2026, an estimated $1.82K.
  • MSC Income Fund Inc made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #996 holding.
  • Prospera Financial Services first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Prospera Financial Services's MSC Income Fund Inc position peaked at $581K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.