DOSSIER · 13F Holders · Q2 2026
CAIFX

AMERICAN FUNDS CAPITAL INCOME BLDR F2

6 institutions still hold AMERICAN FUNDS CAPITAL INCOME BLDR F2 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140194101·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$14M
visible holders
Holders
6
filers reporting
Concentration
75.95%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported CAIFX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 75.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$10M127K1.48%Q2 2026
02
Keystone Financial Group
CIK 0001729299
$3M36K0.18%Q2 2026
03
NBT BANK N A /NY
CIK 0000898413
$245K3K0.02%Q2 2026
04
Transce3nd, LLC
CIK 0002023570
$35K4200.31%Q2 2026
05
McIlrath & Eck, LLC
CIK 0001701714
$32K4120.00%Q1 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$3000.00%Q1 2026