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 Q2	$47.1K	Hold	2,100	–	–	﹤0.01%	3131
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 $1.26T 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

NewEdge Advisors's CAPL Position: Q2 2026 in Review

NewEdge Advisors held its CrossAmerica Partners (CAPL) position steady in Q2 2026 at 2,100 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

NewEdge Advisors 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.

NewEdge Advisors held 2,100 shares of CrossAmerica Partners worth $47.1K as of Q2 2026.
NewEdge Advisors left its CrossAmerica Partners share count unchanged in Q2 2026.
CrossAmerica Partners made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3131 holding.
NewEdge Advisors 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.