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 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 $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Allworth Financial's CAPL Position: Q1 2026 in Review

Allworth Financial held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 2,000 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Allworth Financial first reported a position in CAPL in Q1 2020 and has held it in 13 quarters since. The position peaked at $48K in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

Allworth Financial held 2,000 shares of CrossAmerica Partners worth $41.6K as of Q1 2026.
Allworth Financial left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2464 holding.
Allworth Financial first reported a position in CrossAmerica Partners in Q1 2020 and has held it in 13 quarters since.
Allworth Financial's CrossAmerica Partners position peaked at $48K in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.