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 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 $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

MB, Levis & Associates's CAPL Position: Q1 2026 in Review

MB, Levis & Associates increased its CrossAmerica Partners (CAPL) stake by 2.3% in Q1 2026, buying an estimated $564 and bringing the position to 1,161 shares worth $24.1K. 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 14 quarters since. The position peaked at $26K in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

MB, Levis & Associates held 1,161 shares of CrossAmerica Partners worth $24.1K as of Q1 2026.
MB, Levis & Associates bought 26 CrossAmerica Partners shares in Q1 2026, an estimated $564.
CrossAmerica Partners made up 0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #133 holding.
MB, Levis & Associates first reported a position in CrossAmerica Partners in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's CrossAmerica Partners position peaked at $26K in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.