DOSSIER · 13F Holders · Q2 2026
CAIFX

AMERICAN FUNDS CAPITAL INCOME BLDR F2

5 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 140194101·5 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
5
filers reporting
Concentration
95.81%
Keystone Financial Group #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported CAIFX in Q2 2026. Keystone Financial Group leads at 95.8% 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
$3M36K0.18%Q2 2026
02
NBT BANK N A /NY
CIK 0000898413
$64K7860.00%Q3 2026
03
Transce3nd, LLC
CIK 0002023570
$35K4220.03%Q3 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$32K4120.00%Q1 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$3000.00%Q1 2026