Commonwealth Equity Services’s CrossAmerica Partners CAPL Stock Holding History

Commonwealth Equity Services’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 Q3	$249K	Buy	+11,680	New	+$263K	﹤0.01%	3895

Other funds holding CAPL

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Commonwealth Equity Services's CAPL Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in CrossAmerica Partners (CAPL) in Q3 2026: 11,680 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #3895 among its holdings.

16 funds tracked by Wall St. Rank hold CAPL as of Q3 2026.

Commonwealth Equity Services held 11,680 shares of CrossAmerica Partners worth $249K as of Q3 2026.
CrossAmerica Partners was a new Commonwealth Equity Services position in Q3 2026.
CrossAmerica Partners made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3895 holding.
16 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.