DOSSIER · 13F Holders · Q2 2026

Capital World Growth Income Fu

7 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 140543828·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
7
filers reporting
Concentration
62.81%
Keystone Financial Group #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported Capital World Growth Income Fu in Q2 2026. Keystone Financial Group leads at 62.8% 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
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$1M15K0.17%Q2 2026
03
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$473K6K0.00%Q2 2026
04
NBT BANK N A /NY
CIK 0000898413
$387K5K0.03%Q2 2026
05
Motiv8 Investments LLC
CIK 0002024873
$120K2K0.07%Q4 2025
06
Transce3nd, LLC
CIK 0002023570
$112K1K0.99%Q2 2026
07
McIlrath & Eck, LLC
CIK 0001701714
$21K3010.00%Q1 2026