Latitude Advisors’s CrossAmerica Partners CAPL Stock Holding History

Latitude 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 Q3	$21.4K	Buy	+1,000	New	+$22.5K	0.01%	711

Other funds holding CAPL

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

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

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Latitude Advisors's CAPL Position: Q3 2026 in Review

Latitude Advisors opened a new position in CrossAmerica Partners (CAPL) in Q3 2026: 1,000 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings.

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

Latitude Advisors held 1,000 shares of CrossAmerica Partners worth $21.4K as of Q3 2026.
CrossAmerica Partners was a new Latitude Advisors position in Q3 2026.
CrossAmerica Partners made up 0.01% of Latitude Advisors's portfolio in Q3 2026, its #711 holding.
10 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.