SW
MSIF

Simplicity Wealth’s MSC Income Fund Inc MSIF Stock Holding History

Simplicity Wealth’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
Q1 		$405K Buy
33,233
+11,875
+56% +$154K 0.02% 510
2025
Q4 		$281K Buy
21,358
+9,469
+80% +$126K 0.02% 576
2025
Q3 		$156K Buy
+11,889
New +$177K 0.01% 686

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplicity Wealth's MSIF Position: Q1 2026 in Review

Simplicity Wealth increased its MSC Income Fund Inc (MSIF) stake by 56% in Q1 2026, buying an estimated $154K and bringing the position to 33,233 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #510.

Simplicity Wealth first reported a position in MSIF in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Simplicity Wealth held 33,233 shares of MSC Income Fund Inc worth $405K as of Q1 2026.
  • Simplicity Wealth bought 11,875 MSC Income Fund Inc shares in Q1 2026, an estimated $154K.
  • MSC Income Fund Inc made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #510 holding.
  • Simplicity Wealth first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.