AssetMark Inc’s CrossAmerica Partners CAPL Stock Holding History

AssetMark Inc’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	$4.26K	Hold	190	–	–	﹤0.01%	2744
2026 Q1	$3.95K	Buy	+190	New	+$4.13K	﹤0.01%	2654

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

AssetMark Inc's CAPL Position: Q2 2026 in Review

AssetMark Inc held its CrossAmerica Partners (CAPL) position steady in Q2 2026 at 190 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

AssetMark Inc first reported a position in CAPL in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

AssetMark Inc held 190 shares of CrossAmerica Partners worth $4.26K as of Q2 2026.
AssetMark Inc left its CrossAmerica Partners share count unchanged in Q2 2026.
CrossAmerica Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2744 holding.
AssetMark Inc first reported a position in CrossAmerica Partners in Q1 2026 and has held it in 2 quarters since.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.