Private Advisor Group’s CrossAmerica Partners CAPL Stock Holding History

Private Advisor Group’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	$671K	Buy	+29,944	New	+$651K	﹤0.01%	1585
2025 Q2	–	Sell	-8,325	Closed	-$205K	–	2494
2025 Q1	$205K	Buy	+8,325	New	+$191K	﹤0.01%	2094
2023 Q1	–	Sell	-10,128	Closed	-$201	–	1978
2022 Q4	$201	Hold	10,128	–	–	﹤0.01%	1517
2022 Q3	$189K	Buy	+10,128	New	+$209K	﹤0.01%	1690
2022 Q2	–	Sell	-11,475	Closed	-$250K	–	2133
2022 Q1	$250K	Buy	+11,475	New	+$239K	﹤0.01%	1776
2020 Q3	–	Sell	-2,497	Closed	-$34K	–	1831
2020 Q2	$34K	Buy	+2,497	New	+$33K	﹤0.01%	2295

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

Private Advisor Group's CAPL Position: Q2 2026 in Review

Private Advisor Group opened a new position in CrossAmerica Partners (CAPL) in Q2 2026: 29,944 shares worth $671K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in CAPL as recently as Q1 2025.

Private Advisor Group first reported a position in CAPL in Q2 2020 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

Private Advisor Group held 29,944 shares of CrossAmerica Partners worth $671K as of Q2 2026.
CrossAmerica Partners was a new Private Advisor Group position in Q2 2026.
CrossAmerica Partners made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1585 holding.
Private Advisor Group first reported a position in CrossAmerica Partners in Q2 2020 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.