Amer FNDS Cap Inc. BLDR-F2CAIFX
13F holders, Q1 2024 (March 31)5holders
$68.00avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($1.2M), Ferguson Wellman Capital Management, Inc. ($220K) and Coston, McIsaac & Partners ($29K).
- Company
- Amer FNDS Cap Inc. BLDR-F2
- Filed as
- AMERICAN FUNDS CAPITAL I (Q1 2024)
- CUSIP
- 140194101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $233K |
| Exits | 0 | $0 |
Ownership 5 holders
| Encompass Wealth Advisors, LLC | 0.32% | Add +0.1% | 17,447 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 3,229 | $220K |
| Coston, McIsaac & Partners | 0.01% | No change | 437 | $29K |
| Richardson Financial Services Inc. | 0.01% | New | 235 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 52 | $4K |
"% 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.