3 institutions reported holding $5.5M of AMERICAN FUNDS CAPITAL I NCOME (CFIHX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($5.2M), Mengis Capital Management, Inc. ($223,729), Vermillion Wealth Management, Inc. ($101,726). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $5.2M | 63,774 | Added |
| 2 | Mengis Capital Management, Inc. | $223,729 | 2,731 | Added |
| 3 | Vermillion Wealth Management, Inc. | $101,726 | 1,242 | New |
Source: SEC Form 13F filings · as of 2026-06-30