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 Q3	$25.9K	Buy	1,214 +27	+2%	+$607	0.01%	133
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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

MB, Levis & Associates's CAPL Position: Q3 2026 in Review

MB, Levis & Associates increased its CrossAmerica Partners (CAPL) stake by 2.3% in Q3 2026, buying an estimated $607 and bringing the position to 1,214 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #133.

MB, Levis & Associates first reported a position in CAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.6K in Q2 2026. 5 funds tracked by Wall St. Rank hold CAPL as of Q3 2026.

MB, Levis & Associates held 1,214 shares of CrossAmerica Partners worth $25.9K as of Q3 2026.
MB, Levis & Associates bought 27 CrossAmerica Partners shares in Q3 2026, an estimated $607.
CrossAmerica Partners made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #133 holding.
MB, Levis & Associates first reported a position in CrossAmerica Partners in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's CrossAmerica Partners position peaked at $26.6K in Q2 2026.
5 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.