Amer FNDS Cap Inc. BLDR-F2CAIFX

13F holders, Q4 2024 (December 31)
3holders −1
1new positions
2sold out
$69.90avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Transce3nd, LLC ($43K), Tucker Asset Management LLC ($34K) and Richardson Financial Services Inc. ($17K).

Company
Amer FNDS Cap Inc. BLDR-F2
Filed as
AMERICAN FUNDS CAPITAL INCOME BLDR F2 (Q4 2024)
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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$27
Exits2$1.5M

All 13F filers, Q3 2024 → Q4 2024: 372 shares bought and 20,536 shares sold, net −20,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Transce3nd, LLC 0.01% — 611 $43K
Tucker Asset Management LLC 0.01% Add +315.3% 490 $34K
Richardson Financial Services Inc. 0.01% Reduce -48.0% 247 $17K

"% 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.