Amer FNDS Cap Inc. BLDR-F2CAIFX
13F holders, Q1 2026 (March 31)5holders +1
2new positions
1sold out
$78.82avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Amer FNDS Cap Inc. BLDR-F2 (CAIFX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($5.2M), Keystone Financial Group ($3.0M) and Transce3nd, LLC ($32K).
- Company
- Amer FNDS Cap Inc. BLDR-F2
- Filed as
- AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 (Q1 2026)
- CUSIP
- 140194101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.0M |
| Exits | 1 | $69K |
All 13F filers, Q4 2025 → Q1 2026: 37,821 shares bought and 902 shares sold, net +36,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 1.33% | Add +1.5% | 66,911 | $5.2M |
| Keystone Financial Group | 0.20% | New | 36,438 | $3.0M |
| Transce3nd, LLC | 0.29% | Add +0.7% | 417 | $32K |
| McIlrath & Eck, LLC | 0.00% | New | 412 | $32K |
| Richardson Financial Services Inc. | 0.01% | Add +0.7% | 274 | $21K |
"% 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.