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Msc Income Fund shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $516k 39k 13.14
2025-09-30 $446k 34k 13.13
2025-06-30 $441k 27k 16.20
2025-03-31 $449k 27k 16.47

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund