TWM
MSIF

TCFG Wealth Management’s MSC Income Fund Inc MSIF Stock Holding History

TCFG Wealth Management’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 		$431K Buy
34,941
+20,116
+136% +$260K 0.16% 146
2025
Q4 		$195K Sell
14,825
-1,974
-12% -$26.2K 0.08% 259
2025
Q3 		$217K Buy
+16,799
New +$250K 0.09% 238

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

TCFG Wealth Management's MSIF Position: Q1 2026 in Review

TCFG Wealth Management increased its MSC Income Fund Inc (MSIF) stake by 136% in Q1 2026, buying an estimated $260K and bringing the position to 34,941 shares worth $431K. The position accounts for 0.16% of the portfolio, ranked #146.

TCFG Wealth Management 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.

  • TCFG Wealth Management held 34,941 shares of MSC Income Fund Inc worth $431K as of Q1 2026.
  • TCFG Wealth Management bought 20,116 MSC Income Fund Inc shares in Q1 2026, an estimated $260K.
  • MSC Income Fund Inc made up 0.16% of TCFG Wealth Management's portfolio in Q1 2026, its #146 holding.
  • TCFG Wealth Management 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 TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.