Private Trust Company’s CrossAmerica Partners CAPL Stock Holding History

Private Trust Company’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	$4.16K	Hold	200	–	–	﹤0.01%	2235
2025 Q4	$4.12K	Hold	200	–	–	﹤0.01%	2210
2025 Q3	$4.21K	Hold	200	–	–	﹤0.01%	2192
2025 Q2	$4.18K	Hold	200	–	–	﹤0.01%	2112
2025 Q1	$4.91K	Hold	200	–	–	﹤0.01%	2033
2024 Q4	$4.4K	Hold	200	–	–	﹤0.01%	2019
2024 Q3	$4.14K	Hold	200	–	–	﹤0.01%	2008
2024 Q2	$3.97K	Hold	200	–	–	﹤0.01%	2006
2024 Q1	$4.56K	Hold	200	–	–	﹤0.01%	1953
2023 Q4	$4.56K	Hold	200	–	–	﹤0.01%	1958
2023 Q3	$4.34K	Hold	200	–	–	﹤0.01%	1925
2023 Q2	$3.94K	Hold	200	–	–	﹤0.01%	1947
2023 Q1	$4.3K	Hold	200	–	–	﹤0.01%	1891
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	1845
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	1708
2022 Q2	$4K	Buy	+200	New	+$4.22K	﹤0.01%	1791
2014 Q4	–	Sell	-600	Closed	-$20K	–	424
2014 Q3	$20K	Hold	600	–	–	0.01%	845
2014 Q2	$16K	Buy	+600	New	+$16.1K	0.01%	904

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

Private Trust Company's CAPL Position: Q1 2026 in Review

Private Trust Company held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 200 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Private Trust Company first reported a position in CAPL in Q2 2014 and has held it in 18 quarters since. The position peaked at $20K in Q3 2014. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

Private Trust Company held 200 shares of CrossAmerica Partners worth $4.16K as of Q1 2026.
Private Trust Company left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #2235 holding.
Private Trust Company first reported a position in CrossAmerica Partners in Q2 2014 and has held it in 18 quarters since.
Private Trust Company's CrossAmerica Partners position peaked at $20K in Q3 2014.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.