AMER FNDS CAP INC BLDR-F2 (CAIFX) Institutional Ownership Changes & 13F Activity
AMER FNDS CAP INC BLDR-F2 (CAIFX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kelleher Financial Advisors, Nbt Bank N A, Mcilrath & Eck, Llc, Richardson Financial Services Inc., and Transce3Nd, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kelleher Financial Advisors | Buy | +60,174 | +89.9% | 127,085 | $10.40M | Q2 2026 | Aug 06, 2026 |
| Nbt Bank N A | Buy | +2,998 | — | 2,998 | $245.37K | Q2 2026 | Jul 29, 2026 |
| Transce3Nd, Llc | Buy | +3 | +0.7% | 420 | $34.63K | Q2 2026 | Jul 24, 2026 |
| Mcilrath & Eck, Llc | Sell | -412 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Richardson Financial Services Inc. | Sell | -274 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
Frequently asked questions about CAIFX activity
Which institutional owners are buying CAIFX?
Institutional owners buying CAIFX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CAIFX activity?
"Buy" means an investor increased their reported position in CAIFX compared to the prior reporting period. This reflects growing exposure to AMER FNDS CAP INC BLDR-F2 (CAIFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CAIFX increasing?
Institutional interest in CAIFX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.