CAIBX

AMERICAN FUNDS CAPITAL INCOME BLDR A

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS CAPITAL INCOME BLDR A (CAIBX) is held by 5 institutional investors with combined holdings of $3M. Major holders include KELLEHER FINANCIAL ADVISO, Westside Investment Manag, Coston, McIsaac & Partner.

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Institutional Holders

Total Value

$3.5M

Ownership %

—

🏦 Top Institutional Holders

KELLEHER FINANCIAL ADVISORS

34.5K shares

$2.7M

Westside Investment Management, Inc.

7.8K shares

$602.9K

Coston, McIsaac & Partners

1.5K shares

$114.0K

Kohmann Bosshard Financial Services, LLC

1.3K shares

$100.4K

Game Plan Financial Advisors, LLC

29 shares

$2.2K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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