Amer FNDS Cap Inc. BLDR-F2CAIFX
13F holders, Q2 2024 (June 30)5holders
1new positions
1sold out
$68.16avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($1.2M), Ferguson Wellman Capital Management, Inc. ($220K) and ORG Partners LLC ($84K).
- Company
- Amer FNDS Cap Inc. BLDR-F2
- Filed as
- AMERICAN FUNDS CAPITAL I (Q2 2024)
- CUSIP
- 140194101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $84K |
| Exits | 1 | $29K |
All 13F filers, Q1 2024 → Q2 2024: 1,248 shares bought and 437 shares sold, net +811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Encompass Wealth Advisors, LLC | 0.32% | Add +0.1% | 17,458 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Add +0.1% | 3,234 | $220K |
| ORG Partners LLC | 0.01% | New | 1,229 | $84K |
| Richardson Financial Services Inc. | 0.01% | Add +0.8% | 237 | $16K |
| Tucker Asset Management LLC | 0.00% | Add +1.9% | 53 | $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.