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Capital Income Bldr Fd Cl F 3 mf shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Capital Income Bldr Fd Cl F 3 mf (CFIHX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Capital Income Bldr Fd Cl F 3 mf

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All positions including Capital Income Bldr Fd Cl F 3 mf held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Income Bldr Fd Cl F 3 mf by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 35k 79.01

More positions owned by Wall Street Access Asset Management

iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Invesco S&p 500 Equal Weight Etf (RSP)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Facebook Inc cl a (META)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Dimensional Etf Trust (DFAS)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)

View all positions for Wall Street Access Asset Management

Top funds holding Capital Income Bldr Fd Cl F 3 mf

Wall Street Access Asset Management
Mengis Capital Management
Vermillion Wealth Management

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