CAIFX — American Funds Capital Income Bldr F2 Institutional Holders · Q2 2026
Who owns American Funds Capital Income Bldr F2 (CAIFX)? 5 institutions reported holding $13.66M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($10.4M), Keystone Financial Group ($3.0M), Nbt Bank N A ($245,371).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $10.4M | 127,085 | Added |
| 2 | Keystone Financial Group | $3.0M | 36,438 | Hold |
| 3 | NBT BANK N A /NY | $245,371 | 2,998 | New |
| 4 | Transce3nd, LLC | $34,633 | 420 | Added |
| 5 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30