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Beacon Financial Advisory LLC → MSIF
Beacon Financial Advisory LLC MSIF Position History
MSC Income Fund, Inc. • Financial Services
Quarters held
4
Latest value
$494K
Q3 2026
Peak value
$494K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $261K |
| Q1 2026 | $455K |
| Q2 2026 | $485K |
| Q3 2026 | $494K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $494K | 42.0K | — | — |
| Q2 2026 | $485K | 41.9K | — | — |
| Q1 2026 | $455K | 37.3K | — | — |
| Q3 2025 | $261K | 19.9K | — | — |
Other funds holding MSIF
Other Beacon Financial Advisory LLC positions
COF-PN
$22.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$22MCAPITAL GROUP DIVIDEND VALUE
JPM-PM
$20.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20.3MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$20MJ P MORGAN EXCHANGE TRADED F
COF-PN
$18.2MCAPITAL GROUP DIVIDEND VALUE