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 | 65,945 | 5,065 | 1.16% | 1.24% | 1 | +3,187 | 5.08% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 902 | 69 | 0.04% | — | 2 | +902 | New | Q4 2025 | Feb 18, 2026 |
| Transce3nd, LLC | History | Reduced | 414 | 32 | 0.26% | 0.04% | 3 | -99 | -19.3% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 272 | 15 | 0.0% | 0.01% | 4 | +15 | 5.84% | Q4 2025 | Jan 22, 2026 |