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Triumph Capital Management’s MSC Income Fund Inc MSIF Stock Holding History

Triumph Capital 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
Q3 		$480K Hold
40,773
– – 0.08% 231
2026
Q2 		$472K Sell
40,773
-5,641
-12% -$69K 0.09% 225
2026
Q1 		$582K Buy
46,414
+17,789
+62% +$230K 0.12% 165
2025
Q4 		$376K Buy
+28,625
New +$380K 0.08% 216

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Triumph Capital Management's MSIF Position: Q3 2026 in Review

Triumph Capital Management held its MSC Income Fund Inc (MSIF) position steady in Q3 2026 at 40,773 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #231.

Triumph Capital Management first reported a position in MSIF in Q4 2025 and has held it in 4 quarters since. The position peaked at $582K in Q1 2026. 16 funds tracked by Wall St. Rank hold MSIF as of Q3 2026.

  • Triumph Capital Management held 40,773 shares of MSC Income Fund Inc worth $480K as of Q3 2026.
  • Triumph Capital Management left its MSC Income Fund Inc share count unchanged in Q3 2026.
  • MSC Income Fund Inc made up 0.08% of Triumph Capital Management's portfolio in Q3 2026, its #231 holding.
  • Triumph Capital Management first reported a position in MSC Income Fund Inc in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's MSC Income Fund Inc position peaked at $582K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.