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 Q1	$3.95K	Buy	+190	New	+$4.13K	﹤0.01%	2654

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

AssetMark Inc's CAPL Position: Q1 2026 in Review

AssetMark Inc opened a new position in CrossAmerica Partners (CAPL) in Q1 2026: 190 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #2654 among its holdings.

62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

AssetMark Inc held 190 shares of CrossAmerica Partners worth $3.95K as of Q1 2026.
CrossAmerica Partners was a new AssetMark Inc position in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2654 holding.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.