Allworth Financial’s CrossAmerica Partners CAPL Stock Holding History

Allworth Financial’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.8K	Hold	2,000	–	–	﹤0.01%	2592
2026 Q1	$41.6K	Hold	2,000	–	–	﹤0.01%	2464
2025 Q4	$41.2K	Hold	2,000	–	–	﹤0.01%	2321
2025 Q3	$42.1K	Hold	2,000	–	–	﹤0.01%	2217
2025 Q2	$41.8K	Hold	2,000	–	–	﹤0.01%	2061
2025 Q1	$48K	Hold	2,000	–	–	﹤0.01%	1569
2024 Q4	$43.8K	Buy	+2,000	New	+$42.2K	﹤0.01%	1641
2021 Q4	–	Sell	-1,000	Closed	-$20K	–	1937
2021 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1024
2021 Q2	$19K	Hold	1,000	–	–	﹤0.01%	866
2021 Q1	$19K	Hold	1,000	–	–	﹤0.01%	803
2020 Q4	$17K	Hold	1,000	–	–	﹤0.01%	702
2020 Q3	$15K	Hold	1,000	–	–	﹤0.01%	621
2020 Q2	$13K	Hold	1,000	–	–	﹤0.01%	664
2020 Q1	$8K	Buy	+1,000	New	+$16.4K	﹤0.01%	742

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial's CAPL Position: Q2 2026 in Review

Allworth Financial held its CrossAmerica Partners (CAPL) position steady in Q2 2026 at 2,000 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Allworth Financial first reported a position in CAPL in Q1 2020 and has held it in 14 quarters since. The position peaked at $48K in Q1 2025. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Allworth Financial held 2,000 shares of CrossAmerica Partners worth $44.8K as of Q2 2026.
Allworth Financial left its CrossAmerica Partners share count unchanged in Q2 2026.
CrossAmerica Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2592 holding.
Allworth Financial first reported a position in CrossAmerica Partners in Q1 2020 and has held it in 14 quarters since.
Allworth Financial's CrossAmerica Partners position peaked at $48K in Q1 2025.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.