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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 127,085 | 10,401 | 1.48% | 1.31% | 1 | +60,174 | 89.93% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 36,438 | 2,982 | 0.18% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | New | 2,998 | 245 | 0.02% | — | 3 | +2,998 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | Added to | 420 | 34 | 0.3% | 0.28% | 4 | +3 | 0.72% | Q2 2026 | Jul 24, 2026 |
| McIlrath & Eck, LLC | History | No change | 412 | 32 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -274 | -100.0% | Q2 2026 | Aug 10, 2026 |