NewEdge Advisors’s CrossAmerica Partners CAPL Stock Holding History

NewEdge Advisors’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	$43.6K	Buy	2,100 +600	+40%	+$13K	﹤0.01%	2965
2025 Q4	$30.9K	Hold	1,500	–	–	﹤0.01%	3117
2025 Q3	$31.5K	Hold	1,500	–	–	﹤0.01%	2979
2025 Q2	$31.4K	Hold	1,500	–	–	﹤0.01%	2806
2025 Q1	$36.9K	Hold	1,500	–	–	﹤0.01%	2656
2024 Q4	$33K	Hold	1,500	–	–	﹤0.01%	2664
2024 Q3	$31.1K	Hold	1,500	–	–	﹤0.01%	2587
2024 Q2	$29.8K	Hold	1,500	–	–	﹤0.01%	2508
2024 Q1	$34.2K	Hold	1,500	–	–	﹤0.01%	2432
2023 Q4	$34.2K	Hold	1,500	–	–	﹤0.01%	2356
2023 Q3	$32.5K	Hold	1,500	–	–	﹤0.01%	2229
2023 Q2	$29.6K	Hold	1,500	–	–	﹤0.01%	2266
2023 Q1	$32.2K	Hold	1,500	–	–	﹤0.01%	2175
2022 Q4	$30	Buy	+1,500	New	+$29.7K	﹤0.01%	3544

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

NewEdge Advisors's CAPL Position: Q1 2026 in Review

NewEdge Advisors increased its CrossAmerica Partners (CAPL) stake by 40% in Q1 2026, buying an estimated $13K and bringing the position to 2,100 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

NewEdge Advisors first reported a position in CAPL in Q4 2022 and has held it in 14 quarters since. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

NewEdge Advisors held 2,100 shares of CrossAmerica Partners worth $43.6K as of Q1 2026.
NewEdge Advisors bought 600 CrossAmerica Partners shares in Q1 2026, an estimated $13K.
CrossAmerica Partners made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2965 holding.
NewEdge Advisors first reported a position in CrossAmerica Partners in Q4 2022 and has held it in 14 quarters since.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.