CUSIP 140194101
AMERICAN FUNDS CAPITAL INCOME BLDR F2
14 institutions · $6.7M total · 150,023 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 65,945 | $5.1M | 43.95% | 2025-12-31 |
| 2 | ENCOMPASS WEALTH ADVISORS, LLC | 17,467 | $1.3M | 11.64% | 2024-09-30 |
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2,841 | $209.2K | 1.89% | 2024-09-30 |
| 4 | Garton & Associates Financial Advisors LLC | 528 | $40.6K | 0.35% | 2025-12-31 |
| 5 | VIMA LLC | 532 | $33.9K | 0.35% | 2024-03-31 |
| 6 | TUCKER ASSET MANAGEMENT LLC | 490 | $33.8K | 0.32% | 2024-12-31 |
| 7 | Transce3nd, LLC | 414 | $33.0K | 0.27% | 2025-12-31 |
| 8 | ORG Partners LLC | 387 | $26.4K | 0.25% | 2024-06-30 |
| 9 | RICHARDSON FINANCIAL SERVICES INC. | 135 | $10.5K | 0.08% | 2025-12-31 |
| 10 | ROTHSCHILD INVESTMENT LLC /IL | 60,829 | $3.7K | 40.54% | 2023-12-31 |
| 11 | ORG Wealth Partners, LLC | 18 | $1.4K | 0.01% | 2025-03-31 |
| 12 | Financial Gravity Companies, Inc. | 0 | $30 | 0.00% | 2025-06-30 |
| 13 | Financial Gravity Asset Management, Inc. | 0 | $30 | 0.00% | 2025-12-31 |
| 14 | Coston, McIsaac & Partners | 437 | $29 | 0.29% | 2024-03-31 |