SMH
MSIF

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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sanders Morris Harris's MSIF Position: Q2 2026 in Review

Sanders Morris Harris increased its MSC Income Fund Inc (MSIF) stake by 25% in Q2 2026, buying an estimated $5.59M and bringing the position to 2,263,426 shares worth $26.2M. The position accounts for 15.19% of the portfolio, ranked #1.

Sanders Morris Harris first reported a position in MSIF in Q2 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Sanders Morris Harris held 2,263,426 shares of MSC Income Fund Inc worth $26.2M as of Q2 2026.
  • Sanders Morris Harris bought 457,004 MSC Income Fund Inc shares in Q2 2026, an estimated $5.59M.
  • MSC Income Fund Inc made up 15.19% of Sanders Morris Harris's portfolio in Q2 2026, its #1 holding.
  • Sanders Morris Harris first reported a position in MSC Income Fund Inc in Q2 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.