AMERICAN FUNDS CAPITAL INCOME BLDR F2

CAIFX

Institutions

Combined AUM (Q2 2026)

$13.7M

Combined Shares (Q2 2026)

166,941

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+63,175

3 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-686

2 · 2 Exit · ≈ —

⚖️ Net

+62,489

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$13.7M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
KELLEHER FINANCIAL ADVISORS	1.48%	1.31%	#1	$10.4M	127,085	$5.2M	66,911	+60,174+89.93%	Add
Keystone Financial Group	0.17%	0.19%	#3	$3.0M	36,438	$3.0M	36,438	00.00%	Unchanged
NBT BANK, N.A.	0.02%	—	#4	$245,371	2,998	$0	0	+2,998	New Buy
Transce3nd, LLC	0.31%	0.29%	#2	$34,633	420	$32,367	417	+3+0.72%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow