Position in MSIF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$327,662
-$218,318 QoQ
Shares Held
28,320
-36.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#71
of 166 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSIF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Financial Partners, Ltd. holds $652,216 across 3 Asset Management names. MSIF ranks #1 (50.2% of the industry book) .
All Filings in MSIF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,662 | 28,320 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $545,980 | 44,826 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $508,662 | 38,711 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $330,298 | 25,156 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||