SAG
MSIF

SageView Advisory Group’s MSC Income Fund Inc MSIF Stock Holding History

SageView Advisory Group’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
2025
Q4 		$516K Buy
39,287
+5,355
+16% +$71.1K 0.02% 357
2025
Q3 		$446K Buy
33,932
+6,693
+25% +$99.6K 0.02% 409
2025
Q2 		$441K Hold
27,239
– – 0.02% 399
2025
Q1 		$449K Buy
+27,239
New +$460K 0.02% 370

Other funds holding MSIF

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SageView Advisory Group's MSIF Position: Q4 2025 in Review

SageView Advisory Group increased its MSC Income Fund Inc (MSIF) stake by 16% in Q4 2025, buying an estimated $71.1K and bringing the position to 39,287 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #357.

SageView Advisory Group first reported a position in MSIF in Q1 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold MSIF as of Q4 2025.

  • SageView Advisory Group held 39,287 shares of MSC Income Fund Inc worth $516K as of Q4 2025.
  • SageView Advisory Group bought 5,355 MSC Income Fund Inc shares in Q4 2025, an estimated $71.1K.
  • MSC Income Fund Inc made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #357 holding.
  • SageView Advisory Group first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.