MB, Levis & Associates’s CrossAmerica Partners CAPL Stock Holding History

MB, Levis & Associates’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	$26.6K	Buy	1,187 +26	+2%	+$566	0.01%	135
2026 Q1	$24.1K	Buy	1,161 +26	+2%	+$564	0.01%	133
2025 Q4	$23.4K	Buy	1,135 +27	+2%	+$555	0.01%	135
2025 Q3	$23.3K	Buy	1,108 +27	+2%	+$565	0.01%	135
2025 Q2	$22.6K	Buy	1,081 +24	+2%	+$540	0.01%	160
2025 Q1	$26K	Buy	1,057 +24	+2%	+$551	0.01%	152
2024 Q4	$22.7K	Buy	1,033 +26	+3%	+$549	0.01%	152
2024 Q3	$20.9K	Buy	1,007 +25	+3%	+$501	0.01%	159
2024 Q2	$19.5K	Buy	982 +24	+3%	+$509	0.01%	158
2024 Q1	$21.8K	Buy	958 +22	+2%	+$496	0.01%	153
2023 Q4	$21.3K	Buy	936 +21	+2%	+$466	0.01%	150
2023 Q3	$19.8K	Buy	915 +24	+3%	+$475	0.01%	158
2023 Q2	$17.6K	Buy	891 +24	+3%	+$481	0.01%	167
2023 Q1	$18.6K	Buy	867 +20	+2%	+$425	0.01%	163
2022 Q4	$16.8K	Buy	+847	New	+$16.7K	0.01%	159

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

MB, Levis & Associates's CAPL Position: Q2 2026 in Review

MB, Levis & Associates increased its CrossAmerica Partners (CAPL) stake by 2.2% in Q2 2026, buying an estimated $566 and bringing the position to 1,187 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #135.

MB, Levis & Associates first reported a position in CAPL in Q4 2022 and has held it in 15 quarters since. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

MB, Levis & Associates held 1,187 shares of CrossAmerica Partners worth $26.6K as of Q2 2026.
MB, Levis & Associates bought 26 CrossAmerica Partners shares in Q2 2026, an estimated $566.
CrossAmerica Partners made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #135 holding.
MB, Levis & Associates first reported a position in CrossAmerica Partners in Q4 2022 and has held it in 15 quarters since.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.