CUSIP 140193780
AMERICAN FUNDS CAPITAL I
9 institutions · $3.5M total · 282,372 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wall Street Access Asset Management, LLC | 32,733 | $2.5M | 11.59% | 2025-12-31 |
| 2 | RiverFront Investment Group, LLC | 5,493 | $419.3K | 1.94% | 2025-06-30 |
| 3 | Mengis Capital Management, Inc. | 2,723 | $215.1K | 0.96% | 2025-09-30 |
| 4 | ORG Partners LLC | 2,615 | $178.3K | 0.92% | 2024-06-30 |
| 5 | Vermillion Wealth Management, Inc. | 1,209 | $95.5K | 0.42% | 2025-09-30 |
| 6 | Kohmann Bosshard Financial Services, LLC | 693 | $53.2K | 0.24% | 2025-12-31 |
| 7 | ROTHSCHILD INVESTMENT CORP /IL | 236,901 | $14.6K | 83.89% | 2023-12-31 |
| 8 | TUCKER ASSET MANAGEMENT LLC | 5 | $349 | 0.00% | 2024-12-31 |
| 9 | RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | 2023-09-30 |