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 Q3	$6.8M	Buy	318,166 +5,061	+2%	+$114K	﹤0.01%	2478
2026 Q2	$7.02M	Buy	313,105 +3,798	+1%	+$82.6K	﹤0.01%	2460
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 $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial's CAPL Position: Q3 2026 in Review

Raymond James Financial increased its CrossAmerica Partners (CAPL) stake by 1.6% in Q3 2026, buying an estimated $114K and bringing the position to 318,166 shares worth $6.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Raymond James Financial first reported a position in CAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.1M in Q1 2025. 46 funds tracked by Wall St. Rank hold CAPL as of Q3 2026.

Raymond James Financial held 318,166 shares of CrossAmerica Partners worth $6.8M as of Q3 2026.
Raymond James Financial bought 5,061 CrossAmerica Partners shares in Q3 2026, an estimated $114K.
CrossAmerica Partners made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2478 holding.
Raymond James Financial first reported a position in CrossAmerica Partners in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's CrossAmerica Partners position peaked at $7.1M in Q1 2025.
46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.