Amer FNDS Cap Inc. BLDR-F2CAIFX
13F holders, Q4 2025 (December 31)4holders +1
0new positions
0sold out
$76.74avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($5.1M), Garton & Associates Financial Advisors LLC ($69K) and Transce3nd, LLC ($33K).
- Company
- Amer FNDS Cap Inc. BLDR-F2
- Filed as
- AMERICAN FUNDS CAPITAL INCOME BLDR F2 (Q4 2025)
- CUSIP
- 140194101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 3,202 shares bought and 99 shares sold, net +3,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 1.17% | Add +5.1% | 65,945 | $5.1M |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 902 | $69K |
| Transce3nd, LLC | 0.27% | Reduce -19.3% | 414 | $33K |
| Richardson Financial Services Inc. | 0.00% | Add +5.8% | 272 | $15K |
"% 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.