Sanders Morris Harris
MSIF icon

Sanders Morris Harris’s MSC Income Fund Inc MSIF Stock Holding History

Sanders Morris Harris’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 		$35.5M Buy
2,908,143
+644,717
+28% +$7.76M 4.7% 3
2026
Q2 		$26.2M Buy
2,263,426
+457,004
+25% +$5.59M 15.19% 1
2026
Q1 		$22M Buy
+1,806,422
New +$23.4M 3.49% 6
2025
Q4 		– Sell
-1,138,543
Closed -$14.9M – 310
2025
Q3 		$14.9M Buy
1,138,543
+78,136
+7% +$1.16M 1.97% 8
2025
Q2 		$17.4M Buy
+1,060,407
New +$16.9M 4.16% 5

Other funds holding MSIF

Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sanders Morris Harris's MSIF Position: Q3 2026 in Review

Sanders Morris Harris increased its MSC Income Fund Inc (MSIF) stake by 28% in Q3 2026, buying an estimated $7.76M and bringing the position to 2,908,143 shares worth $35.5M. The position accounts for 4.7% of the portfolio, ranked #3.

Sanders Morris Harris first reported a position in MSIF in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • Sanders Morris Harris held 2,908,143 shares of MSC Income Fund Inc worth $35.5M as of Q3 2026.
  • Sanders Morris Harris bought 644,717 MSC Income Fund Inc shares in Q3 2026, an estimated $7.76M.
  • MSC Income Fund Inc made up 4.7% of Sanders Morris Harris's portfolio in Q3 2026, its #3 holding.
  • Sanders Morris Harris first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.