Amer FNDS Cap Inc. BLDR-F2CAIFX
13F holders, Q3 2024 (September 30)4holders −1
0new positions
1sold out
$73.59avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($1.3M), Ferguson Wellman Capital Management, Inc. ($209K) and Richardson Financial Services Inc. ($34K).
- Company
- Amer FNDS Cap Inc. BLDR-F2
- Filed as
- American Funds Capital Income Bldr F2 (Q3 2024)
- CUSIP
- 140194101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $84K |
All 13F filers, Q2 2024 → Q3 2024: 312 shares bought and 1,622 shares sold, net −1,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Encompass Wealth Advisors, LLC | 0.32% | Add +0.1% | 17,467 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -12.2% | 2,841 | $209K |
| Richardson Financial Services Inc. | 0.02% | Add +100.4% | 475 | $34K |
| Tucker Asset Management LLC | 0.00% | Add +122.6% | 118 | $9K |
"% 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.