LPL Financial
CAPL icon

LPL Financial’s CrossAmerica Partners CAPL Stock Holding History

LPL Financial’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 		$2.58M Sell
115,174
-6,837
-6% -$149K ﹤0.01% 3472
2026
Q1 		$2.54M Buy
122,011
+2,298
+2% +$49.9K ﹤0.01% 3269
2025
Q4 		$2.47M Buy
119,713
+6,614
+6% +$136K ﹤0.01% 3198
2025
Q3 		$2.38M Buy
113,099
+2,008
+2% +$42K ﹤0.01% 3163
2025
Q2 		$2.32M Buy
111,091
+6,272
+6% +$141K ﹤0.01% 2988
2025
Q1 		$2.58M Sell
104,819
-2,586
-2% -$59.4K ﹤0.01% 2723
2024
Q4 		$2.36M Buy
107,405
+6,306
+6% +$133K ﹤0.01% 2711
2024
Q3 		$2.09M Buy
101,099
+4,420
+5% +$88.5K ﹤0.01% 2690
2024
Q2 		$1.92M Buy
96,679
+10,030
+12% +$213K ﹤0.01% 2638
2024
Q1 		$1.97M Buy
86,649
+44,825
+107% +$1.01M ﹤0.01% 2546
2023
Q4 		$954K Buy
41,824
+8,299
+25% +$184K ﹤0.01% 3089
2023
Q3 		$727K Sell
33,525
-1,455
-4% -$28.8K ﹤0.01% 3184
2023
Q2 		$689K Buy
34,980
+2,977
+9% +$59.7K ﹤0.01% 3171
2023
Q1 		$688K Buy
32,003
+750
+2% +$15.9K ﹤0.01% 3073
2022
Q4 		$620K Sell
31,253
-7,525
-19% -$149K ﹤0.01% 3060
2022
Q3 		$725K Buy
+38,778
New +$800K ﹤0.01% 2799
2018
Q2 		– Sell
-10,009
Closed -$206K – 3216
2018
Q1 		$206K Buy
+10,009
New +$231K ﹤0.01% 2940

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

LPL Financial's CAPL Position: Q2 2026 in Review

LPL Financial reduced its CrossAmerica Partners (CAPL) stake by 5.6% in Q2 2026, selling an estimated $149K and leaving 115,174 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

LPL Financial first reported a position in CAPL in Q1 2018 and has held it in 17 quarters since. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

  • LPL Financial held 115,174 shares of CrossAmerica Partners worth $2.58M as of Q2 2026.
  • LPL Financial sold 6,837 CrossAmerica Partners shares in Q2 2026, an estimated $149K.
  • CrossAmerica Partners made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3472 holding.
  • LPL Financial first reported a position in CrossAmerica Partners in Q1 2018 and has held it in 17 quarters since.
  • 60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.