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
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 $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LPL Financial's CAPL Position: Q1 2026 in Review

LPL Financial increased its CrossAmerica Partners (CAPL) stake by 1.9% in Q1 2026, buying an estimated $49.9K and bringing the position to 122,011 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

LPL Financial first reported a position in CAPL in Q1 2018 and has held it in 16 quarters since. The position peaked at $2.58M in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

  • LPL Financial held 122,011 shares of CrossAmerica Partners worth $2.54M as of Q1 2026.
  • LPL Financial bought 2,298 CrossAmerica Partners shares in Q1 2026, an estimated $49.9K.
  • CrossAmerica Partners made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3269 holding.
  • LPL Financial first reported a position in CrossAmerica Partners in Q1 2018 and has held it in 16 quarters since.
  • LPL Financial's CrossAmerica Partners position peaked at $2.58M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.