Sherman Porfolios’s MSC Income Fund Inc MSIF Stock Holding History

Sherman Porfolios’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	$171K	Hold	14,073	–	–	0.01%	95
2026 Q1	$171K	Buy	+14,073	New	+$182K	0.01%	96

Other funds holding MSIF

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherman Porfolios's MSIF Position: Q2 2026 in Review

Sherman Porfolios held its MSC Income Fund Inc (MSIF) position steady in Q2 2026 at 14,073 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #95.

Sherman Porfolios first reported a position in MSIF in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

Sherman Porfolios held 14,073 shares of MSC Income Fund Inc worth $171K as of Q2 2026.
Sherman Porfolios left its MSC Income Fund Inc share count unchanged in Q2 2026.
MSC Income Fund Inc made up 0.01% of Sherman Porfolios's portfolio in Q2 2026, its #95 holding.
Sherman Porfolios first reported a position in MSC Income Fund Inc in Q1 2026 and has held it in 2 quarters since.
166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.