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Independent Financial Group’s CrossAmerica Partners CAPL Stock Holding History

Independent Financial 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
2026
Q2 		$610K Buy
+27,190
New +$592K 0.01% 900

Other funds holding CAPL

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Financial Group's CAPL Position: Q2 2026 in Review

Independent Financial Group opened a new position in CrossAmerica Partners (CAPL) in Q2 2026: 27,190 shares worth $610K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings.

4 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

  • Independent Financial Group held 27,190 shares of CrossAmerica Partners worth $610K as of Q2 2026.
  • CrossAmerica Partners was a new Independent Financial Group position in Q2 2026.
  • CrossAmerica Partners made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #900 holding.
  • 4 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.