SFP
MSIF

Strategic Financial Partners’s MSC Income Fund Inc MSIF Stock Holding History

Strategic Financial Partners’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 		$546K Buy
44,826
+6,115
+16% +$79.1K 0.24% 49
2025
Q4 		$509K Buy
38,711
+13,555
+54% +$180K 0.22% 52
2025
Q3 		$330K Buy
+25,156
New +$374K 0.15% 64

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

Strategic Financial Partners's MSIF Position: Q1 2026 in Review

Strategic Financial Partners increased its MSC Income Fund Inc (MSIF) stake by 16% in Q1 2026, buying an estimated $79.1K and bringing the position to 44,826 shares worth $546K. The position accounts for 0.24% of the portfolio, ranked #49.

Strategic Financial Partners 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.

  • Strategic Financial Partners held 44,826 shares of MSC Income Fund Inc worth $546K as of Q1 2026.
  • Strategic Financial Partners bought 6,115 MSC Income Fund Inc shares in Q1 2026, an estimated $79.1K.
  • MSC Income Fund Inc made up 0.24% of Strategic Financial Partners's portfolio in Q1 2026, its #49 holding.
  • Strategic Financial Partners 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 Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.