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
2026
Q2 		$187K Sell
15,885
-8,344
-34% -$102K 0.01% 606
2026
Q1 		$297K Sell
24,229
-15,058
-38% -$195K 0.01% 477
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

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

SageView Advisory Group's MSIF Position: Q2 2026 in Review

SageView Advisory Group reduced its MSC Income Fund Inc (MSIF) stake by 34% in Q2 2026, selling an estimated $102K and leaving 15,885 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #606.

SageView Advisory Group first reported a position in MSIF in Q1 2025 and has held it in 6 quarters since. The position peaked at $516K in Q4 2025. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • SageView Advisory Group held 15,885 shares of MSC Income Fund Inc worth $187K as of Q2 2026.
  • SageView Advisory Group sold 8,344 MSC Income Fund Inc shares in Q2 2026, an estimated $102K.
  • MSC Income Fund Inc made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #606 holding.
  • SageView Advisory Group first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 6 quarters since.
  • SageView Advisory Group's MSC Income Fund Inc position peaked at $516K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.