Raymond James Financial
MSIF icon

Raymond James Financial’s MSC Income Fund Inc MSIF Stock Holding History

Raymond James Financial’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
Q3 		$497K Buy
42,238
+2,301
+6% +$27.7K ﹤0.01% 4552
2026
Q2 		$462K Sell
39,937
-1,429
-3% -$17.5K ﹤0.01% 4561
2026
Q1 		$504K Buy
41,366
+16,269
+65% +$210K ﹤0.01% 4332
2025
Q4 		$330K Buy
25,097
+10,133
+68% +$135K ﹤0.01% 4510
2025
Q3 		$196K Sell
14,964
-17,836
-54% -$265K ﹤0.01% 4627
2025
Q2 		$539K Sell
32,800
-24,000
-42% -$382K ﹤0.01% 3966
2025
Q1 		$935K Buy
+56,800
New +$959K ﹤0.01% 3543

Other funds holding MSIF

Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $76.5M AUM 19.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management Chicago, Illinois $632M AUM 47.08% 1-Year Est. Return

Raymond James Financial's MSIF Position: Q3 2026 in Review

Raymond James Financial increased its MSC Income Fund Inc (MSIF) stake by 5.8% in Q3 2026, buying an estimated $27.7K and bringing the position to 42,238 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #4552.

Raymond James Financial first reported a position in MSIF in Q1 2025 and has held it in 7 quarters since. The position peaked at $935K in Q1 2025. 129 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • Raymond James Financial held 42,238 shares of MSC Income Fund Inc worth $497K as of Q3 2026.
  • Raymond James Financial bought 2,301 MSC Income Fund Inc shares in Q3 2026, an estimated $27.7K.
  • MSC Income Fund Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4552 holding.
  • Raymond James Financial first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 7 quarters since.
  • Raymond James Financial's MSC Income Fund Inc position peaked at $935K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.