SWP
MSIF

Stratos Wealth Partners’s MSC Income Fund Inc MSIF Stock Holding History

Stratos Wealth 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
Q2 		$572K Buy
49,405
+7,898
+19% +$96.6K 0.01% 1081
2026
Q1 		$506K Buy
41,507
+16,054
+63% +$208K 0.01% 1059
2025
Q4 		$334K Buy
25,453
+13,526
+113% +$180K ﹤0.01% 1227
2025
Q3 		$157K Buy
+11,927
New +$177K ﹤0.01% 1494

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stratos Wealth Partners's MSIF Position: Q2 2026 in Review

Stratos Wealth Partners increased its MSC Income Fund Inc (MSIF) stake by 19% in Q2 2026, buying an estimated $96.6K and bringing the position to 49,405 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #1081.

Stratos Wealth Partners first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Stratos Wealth Partners held 49,405 shares of MSC Income Fund Inc worth $572K as of Q2 2026.
  • Stratos Wealth Partners bought 7,898 MSC Income Fund Inc shares in Q2 2026, an estimated $96.6K.
  • MSC Income Fund Inc made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1081 holding.
  • Stratos Wealth Partners first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.