Cambridge Investment Research Advisors’s CrossAmerica Partners CAPL Stock Holding History

Cambridge Investment Research Advisors’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
2025 Q4	–	Sell	-37,877	Closed	-$797K	–	3843
2025 Q3	$797K	Sell	37,877 -914	-2%	-$19.1K	﹤0.01%	2240
2025 Q2	$812K	Buy	38,791 +8,195	+27%	+$184K	﹤0.01%	2121
2025 Q1	$752K	Buy	30,596 +10,269	+51%	+$236K	﹤0.01%	2086
2024 Q4	$447K	Sell	20,327 -937	-4%	-$19.8K	﹤0.01%	2520
2024 Q3	$441K	Buy	21,264 +463	+2%	+$9.27K	﹤0.01%	2502
2024 Q2	$413K	Buy	20,801 +4,203	+25%	+$89.2K	﹤0.01%	2450
2024 Q1	$378K	Buy	16,598 +5,532	+50%	+$125K	﹤0.01%	2521
2023 Q4	$252K	Buy	+11,066	New	+$245K	﹤0.01%	2723

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

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

Cambridge Investment Research Advisors's CAPL Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of CrossAmerica Partners (CAPL) in Q4 2025, closing a stake of 37,877 shares — an estimated $797K sold.

Cambridge Investment Research Advisors first reported a position in CAPL in Q4 2023 and held it in 8 quarters. The position peaked at $812K in Q2 2025. 59 funds tracked by Wall St. Rank hold CAPL as of Q4 2025.

Cambridge Investment Research Advisors reported no remaining CrossAmerica Partners position as of Q4 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 37,877 CrossAmerica Partners shares in Q4 2025, an estimated $797K.
Cambridge Investment Research Advisors first reported a position in CrossAmerica Partners in Q4 2023 and held it in 8 quarters.
Cambridge Investment Research Advisors's CrossAmerica Partners position peaked at $812K in Q2 2025.
59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.