4 institutions reported holding $2.8M of AMERICAN FUNDS CAPITAL I (CFIHX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($2.6M), Mengis Capital Management, Inc. ($212,017), McIlrath & Eck, LLC ($6,614), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $2.6M | 32,960 | Added |
| 2 | Mengis Capital Management, Inc. | $212,017 | 2,730 | Hold |
| 3 | McIlrath & Eck, LLC | $6,614 | 85 | New |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31