CIBC Private Wealth Group’s CrossAmerica Partners CAPL Stock Holding History

CIBC Private Wealth Group’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	$92.7K	Hold	4,500	–	–	﹤0.01%	1552
2025 Q3	$94.6K	Sell	4,500 -21,000	-82%	-$439K	﹤0.01%	1522
2025 Q2	$533K	Hold	25,500	–	–	﹤0.01%	819
2025 Q1	$555K	Hold	25,500	–	–	﹤0.01%	779
2024 Q4	$561K	Buy	25,500 +1,000	+4%	+$21.1K	﹤0.01%	840
2024 Q3	$508K	Hold	24,500	–	–	﹤0.01%	870
2024 Q2	$483K	Hold	24,500	–	–	﹤0.01%	828
2024 Q1	$563K	Hold	24,500	–	–	﹤0.01%	806
2023 Q4	$559K	Hold	24,500	–	–	﹤0.01%	771
2023 Q3	$531K	Hold	24,500	–	–	﹤0.01%	733
2023 Q2	$483K	Hold	24,500	–	–	﹤0.01%	703
2023 Q1	$527K	Hold	24,500	–	–	﹤0.01%	698
2022 Q4	$486	Hold	24,500	–	–	﹤0.01%	795
2022 Q3	$458K	Hold	24,500	–	–	﹤0.01%	720
2022 Q2	$496K	Hold	24,500	–	–	﹤0.01%	706
2022 Q1	$534K	Hold	24,500	–	–	﹤0.01%	735
2021 Q4	$467K	Hold	24,500	–	–	﹤0.01%	786
2021 Q3	$487K	Hold	24,500	–	–	﹤0.01%	734
2021 Q2	$467K	Hold	24,500	–	–	﹤0.01%	813
2021 Q1	$455K	Hold	24,500	–	–	﹤0.01%	820
2020 Q4	$421K	Hold	24,500	–	–	﹤0.01%	803
2020 Q3	$364K	Buy	+24,500	New	+$362K	﹤0.01%	740
2020 Q2	–	Sell	-20,000	Closed	-$161K	–	624
2020 Q1	$161K	Buy	+20,000	New	+$327K	﹤0.01%	806
2016 Q3	–	Sell	-136,368	Closed	-$3.34M	–	580
2016 Q2	$3.34M	Hold	136,368	–	–	0.02%	305
2016 Q1	$3.32M	Sell	136,368 -7,133	-5%	-$157K	0.03%	301
2015 Q4	$3.72M	Sell	143,501 -26,133	-15%	-$647K	0.03%	299
2015 Q3	$3.87M	Sell	169,634 -30,366	-15%	-$766K	0.03%	289
2015 Q2	$5.65M	Buy	+200,000	New	+$6.38M	0.04%	278

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

CIBC Private Wealth Group's CAPL Position: Q4 2025 in Review

CIBC Private Wealth Group held its CrossAmerica Partners (CAPL) position steady in Q4 2025 at 4,500 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

CIBC Private Wealth Group first reported a position in CAPL in Q2 2015 and has held it in 28 quarters since. The position peaked at $5.65M in Q2 2015. 59 funds tracked by Wall St. Rank hold CAPL as of Q4 2025.

CIBC Private Wealth Group held 4,500 shares of CrossAmerica Partners worth $92.7K as of Q4 2025.
CIBC Private Wealth Group left its CrossAmerica Partners share count unchanged in Q4 2025.
CrossAmerica Partners made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1552 holding.
CIBC Private Wealth Group first reported a position in CrossAmerica Partners in Q2 2015 and has held it in 28 quarters since.
CIBC Private Wealth Group's CrossAmerica Partners position peaked at $5.65M in Q2 2015.
59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.