Raymond James Financial’s CrossAmerica Partners CAPL Stock Holding History

Raymond James Financial’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	$6.43M	Sell	309,307 -3,463	-1%	-$75.2K	﹤0.01%	2394
2025 Q4	$6.44M	Buy	312,770 +14,522	+5%	+$299K	﹤0.01%	2304
2025 Q3	$6.27M	Buy	298,248 +13,767	+5%	+$288K	﹤0.01%	2297
2025 Q2	$5.95M	Sell	284,481 -4,451	-2%	-$100K	﹤0.01%	2254
2025 Q1	$7.1M	Buy	288,932 +5,060	+2%	+$116K	﹤0.01%	2065
2024 Q4	$6.25M	Buy	+283,872	New	+$6M	﹤0.01%	2183

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Raymond James Financial's CAPL Position: Q1 2026 in Review

Raymond James Financial reduced its CrossAmerica Partners (CAPL) stake by 1.1% in Q1 2026, selling an estimated $75.2K and leaving 309,307 shares worth $6.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Raymond James Financial first reported a position in CAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.1M in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

Raymond James Financial held 309,307 shares of CrossAmerica Partners worth $6.43M as of Q1 2026.
Raymond James Financial sold 3,463 CrossAmerica Partners shares in Q1 2026, an estimated $75.2K.
CrossAmerica Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2394 holding.
Raymond James Financial first reported a position in CrossAmerica Partners in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's CrossAmerica Partners position peaked at $7.1M in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.