13FBOX
AMERICAN FUNDS CAPITAL I · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS CAPITAL I

CFIHX
Institutions
3
Combined AUM (Q2 2026)
$5.5M
Combined Shares (Q2 2026)
67,747
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+32,057
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-85
1 · 1 Exit · ≈
⚖️ Net
+31,972
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.5M
Institutions
3
New Buys
1
Adds
2
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.74%0.65%#1$5.2M63,774$2.6M32,960+30,814+93.49%Add
Mengis Capital Management, Inc.
0.03%0.06%#2$223,7292,731$212,0172,730+1+0.04%Add
Vermillion Wealth Management, Inc.
0.02%#3$101,7261,242$00+1,242New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow