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 Q2	$71.7K	Sell	3,200 -250	-7%	-$5.44K	﹤0.01%	1557
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 $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EverSource Wealth Advisors's CAPL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CrossAmerica Partners (CAPL) stake by 7.2% in Q2 2026, selling an estimated $5.44K and leaving 3,200 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

EverSource Wealth Advisors first reported a position in CAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $89.6K in Q1 2025. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

EverSource Wealth Advisors held 3,200 shares of CrossAmerica Partners worth $71.7K as of Q2 2026.
EverSource Wealth Advisors sold 250 CrossAmerica Partners shares in Q2 2026, an estimated $5.44K.
CrossAmerica Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1557 holding.
EverSource Wealth Advisors first reported a position in CrossAmerica Partners in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's CrossAmerica Partners position peaked at $89.6K in Q1 2025.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.