DOSSIER · 13F Holders · Q2 2026

Capital World Growth Income Fu

6 institutions still hold Capital World Growth Income Fu as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140543828·6 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
6
filers reporting
Concentration
84.20%
Keystone Financial Group #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported Capital World Growth Income Fu in Q2 2026. Keystone Financial Group leads at 84.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Keystone Financial Group
CIK 0001729299
$4M49K0.23%Q2 2026
02
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$470K6K0.00%Q3 2026
03
Motiv8 Investments LLC
CIK 0002024873
$120K2K0.07%Q4 2025
04
Transce3nd, LLC
CIK 0002023570
$104K1K0.10%Q3 2026
05
NBT BANK N A /NY
CIK 0000898413
$28K3420.00%Q3 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$21K3010.00%Q1 2026