3 institutions reported holding $4.5M of AMERICAN FUNDS CAPITAL W (WGIFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Keystone Financial Group ($4.0M), NBT BANK N A /NY ($387,070), Transce3nd, LLC ($111,855). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $4.0M | 48,519 | Added |
| 2 | NBT BANK N A /NY | $387,070 | 4,746 | New |
| 3 | Transce3nd, LLC | $111,855 | 1,377 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30