Amer FNDS Cap Inc. BLDR-F2CAIFX

13F holders, Q3 2025 (September 30)
3holders +1
1new positions
0sold out
$78.41avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($5.0M), Richardson Financial Services Inc. ($20K) and Transce3nd, LLC ($5K).

Company
Amer FNDS Cap Inc. BLDR-F2
Filed as
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 (Q3 2025)
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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$5.0M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 62,760 shares bought and 107 shares sold, net +62,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Kelleher Financial Advisors 1.25% New 62,758 $5.0M
Richardson Financial Services Inc. 0.01% Add +0.8% 257 $20K
Transce3nd, LLC 0.05% Reduce -17.3% 513 $5K

"% 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.