CAPITAL INCOME BUILDER - CAIFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | No change | 36,438 | 2,982 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | Reduced | 786 | 63 | 0.0% | 0.02% | 2 | -2,212 | -73.78% | Q3 2026 | Oct 21, 2026 |
| Transce3nd, LLC | History | Added to | 422 | 34 | 0.03% | 0.3% | 3 | +2 | 0.48% | Q3 2026 | Oct 26, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 1.48% | — | -127,085 | -100.0% | Q3 2026 | Oct 30, 2026 |