Position in MSIF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$162,824
-$8,585 QoQ
Shares Held
14,073
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#106
of 166 holders
Holding Since
Mar 2026
2 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, 2026SHERMAN PORFOLIOS, LLC holds $3,915,151 across 3 Asset Management names. MSIF ranks #3 (4.2% of the industry book) .
All Filings in MSIF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,824 | 14,073 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $171,409 | 14,073 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||