6 institutions reported holding $8.2M of AMERICAN FUNDS CAPITAL INCOME BLDR F2 (CAIFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($5.2M), Keystone Financial Group ($3.0M), Transce3nd, LLC ($32,367), McIlrath & Eck, LLC ($32,004), RICHARDSON FINANCIAL SERVICES INC. ($21,264). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $5.2M | 66,911 | Added |
| 2 | Keystone Financial Group | $3.0M | 36,438 | New |
| 3 | Transce3nd, LLC | $32,367 | 417 | Added |
| 4 | McIlrath & Eck, LLC | $32,004 | 412 | New |
| 5 | RICHARDSON FINANCIAL SERVICES INC. | $21,264 | 274 | Added |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31