Stifel Financial
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Stifel Financial’s CrossAmerica Partners CAPL Stock Holding History

Stifel 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
Q2 		$1.24M Buy
55,284
+1,000
+2% +$21.8K ﹤0.01% 2413
2026
Q1 		$1.13M Buy
54,284
+5,514
+11% +$120K ﹤0.01% 2383
2025
Q4 		$1M Hold
48,770
– – ﹤0.01% 2433
2025
Q3 		$1.03M Sell
48,770
-600
-1% -$12.5K ﹤0.01% 2377
2025
Q2 		$1.03M Buy
49,370
+6,100
+14% +$137K ﹤0.01% 2311
2025
Q1 		$1.06M Sell
43,270
-1,199
-3% -$27.5K ﹤0.01% 2179
2024
Q4 		$978K Buy
44,469
+2,423
+6% +$51.2K ﹤0.01% 2257
2024
Q3 		$871K Sell
42,046
-275
-0.6% -$5.51K ﹤0.01% 2324
2024
Q2 		$840K Buy
42,321
+2,152
+5% +$45.7K ﹤0.01% 2287
2024
Q1 		$915K Buy
40,169
+17,537
+77% +$396K ﹤0.01% 2231
2023
Q4 		$516K Sell
22,632
-8,733
-28% -$194K ﹤0.01% 2540
2023
Q3 		$680K Buy
31,365
+4,723
+18% +$93.4K ﹤0.01% 2309
2023
Q2 		$525K Buy
26,642
+20
+0.1% +$401 ﹤0.01% 2490
2023
Q1 		$572K Buy
+26,622
New +$565K ﹤0.01% 2438

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial's CAPL Position: Q2 2026 in Review

Stifel Financial increased its CrossAmerica Partners (CAPL) stake by 1.8% in Q2 2026, buying an estimated $21.8K and bringing the position to 55,284 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Stifel Financial first reported a position in CAPL in Q1 2023 and has held it in 14 quarters since. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

  • Stifel Financial held 55,284 shares of CrossAmerica Partners worth $1.24M as of Q2 2026.
  • Stifel Financial bought 1,000 CrossAmerica Partners shares in Q2 2026, an estimated $21.8K.
  • CrossAmerica Partners made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2413 holding.
  • Stifel Financial first reported a position in CrossAmerica Partners in Q1 2023 and has held it in 14 quarters since.
  • 60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.