Amer FNDS Cap Inc. BLDR-ACAIBX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$72.06avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Amer FNDS Cap Inc. BLDR-A (CAIBX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($155K), Ascentis Wealth Management, LLC ($16K) and Game Plan Financial Advisors, LLC ($2K).
- Company
- Amer FNDS Cap Inc. BLDR-A
- Filed as
- AMERICAN FUNDS CAPITAL INCOME BLDR A (Q1 2025)
- CUSIP
- 140193103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16K |
| Exits | 1 | $10K |
All 13F filers, Q4 2024 → Q1 2025: 229 shares bought and 141 shares sold, net +88 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.05% | Add +0.1% | 2,152 | $155K |
| Ascentis Wealth Management, LLC | 0.01% | New | 227 | $16K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 27 | $2K |
"% of holder's portfolio" is CAIBX's weight in each manager's 13F, not the share of Amer FNDS Cap Inc. BLDR-A the manager owns.