Amer FNDS Cap Inc. BLDR-F2CAIFX

13F holders, Q2 2026 (June 30)
4holders −1
1new positions
1sold out
$81.85avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($10.4M), Keystone Financial Group ($3.0M) and NBT Bank, N.A. ($245K).

Company
Amer FNDS Cap Inc. BLDR-F2
Filed as
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 (Q2 2026)
CUSIP
140194101
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$245K
Exits1$21K

All 13F filers, Q1 2026 → Q2 2026: 63,175 shares bought and 274 shares sold, net +62,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Kelleher Financial Advisors 1.49% Add +89.9% 127,085 $10.4M
Keystone Financial Group 0.18% No change 36,438 $3.0M
NBT Bank, N.A. 0.02% New 2,998 $245K
Transce3nd, LLC 0.31% Add +0.7% 420 $35K

"% of holder's portfolio" is CAIFX's weight in each manager's 13F, not the share of Amer FNDS Cap Inc. BLDR-F2 the manager owns.