Raymond James Financial
MSIF

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
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

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial's MSIF Position: Q1 2026 in Review

Raymond James Financial increased its MSC Income Fund Inc (MSIF) stake by 65% in Q1 2026, buying an estimated $210K and bringing the position to 41,366 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #4332.

Raymond James Financial first reported a position in MSIF in Q1 2025 and has held it in 5 quarters since. The position peaked at $935K in Q1 2025. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Raymond James Financial held 41,366 shares of MSC Income Fund Inc worth $504K as of Q1 2026.
  • Raymond James Financial bought 16,269 MSC Income Fund Inc shares in Q1 2026, an estimated $210K.
  • MSC Income Fund Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4332 holding.
  • Raymond James Financial first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's MSC Income Fund Inc position peaked at $935K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.