EverSource Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

EverSource Wealth 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
2026 Q1	$71.7K	Hold	3,450	–	–	﹤0.01%	1641
2025 Q4	$71.1K	Hold	3,450	–	–	﹤0.01%	1505
2025 Q3	$72.6K	Sell	3,450 -198	-5%	-$4.14K	﹤0.01%	1444
2025 Q2	$76.3K	Hold	3,648	–	–	﹤0.01%	1355
2025 Q1	$89.6K	Sell	3,648 -83	-2%	-$1.91K	﹤0.01%	953
2024 Q4	$82.1K	Buy	3,731 +1,200	+47%	+$25.3K	﹤0.01%	970
2024 Q3	$52.4K	Hold	2,531	–	–	﹤0.01%	1050
2024 Q2	$51.4K	Buy	2,531 +2,000	+377%	+$42.4K	﹤0.01%	1076
2024 Q1	$12.2K	Hold	531	–	–	﹤0.01%	1590
2023 Q4	$12.1K	Hold	531	–	–	﹤0.01%	1475
2023 Q3	$11.5K	Hold	531	–	–	﹤0.01%	1365
2023 Q2	$10.5K	Hold	531	–	–	﹤0.01%	1418
2023 Q1	$11.4K	Hold	531	–	–	﹤0.01%	1301
2022 Q4	$10.5K	Buy	+531	New	+$10.5K	﹤0.01%	1316

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

EverSource Wealth Advisors's CAPL Position: Q1 2026 in Review

EverSource Wealth Advisors held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 3,450 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

EverSource Wealth Advisors first reported a position in CAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $89.6K in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

EverSource Wealth Advisors held 3,450 shares of CrossAmerica Partners worth $71.7K as of Q1 2026.
EverSource Wealth Advisors left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1641 holding.
EverSource Wealth Advisors first reported a position in CrossAmerica Partners in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's CrossAmerica Partners position peaked at $89.6K in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.