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SVB Wealth’s CrossAmerica Partners CAPL Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,345
Closed -$33K – 707
2025
Q1 		$33K Buy
+1,345
New +$30.9K ﹤0.01% 636
2023
Q3 		– Sell
-10,040
Closed -$198K – 877
2023
Q2 		$198K Sell
10,040
-1,090
-10% -$21.9K ﹤0.01% 827
2023
Q1 		$239K Sell
11,130
-1,340
-11% -$28.5K ﹤0.01% 818
2022
Q4 		$247K Buy
+12,470
New +$247K ﹤0.01% 828
2021
Q4 		– Sell
-24,408
Closed -$485K – 837
2021
Q3 		$485K Buy
24,408
+2,167
+10% +$41.4K 0.01% 607
2021
Q2 		$423K Buy
22,241
+3,813
+21% +$75K 0.01% 636
2021
Q1 		$343K Buy
18,428
+8,138
+79% +$148K ﹤0.01% 634
2020
Q4 		$177K Buy
+10,290
New +$165K ﹤0.01% 760

Other funds holding CAPL

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SVB Wealth's CAPL Position: Q2 2025 in Review

SVB Wealth sold out of CrossAmerica Partners (CAPL) in Q2 2025, closing a stake of 1,345 shares — an estimated $33K sold.

SVB Wealth first reported a position in CAPL in Q4 2020 and held it in 8 quarters. The position peaked at $485K in Q3 2021. 65 funds tracked by Wall St. Rank hold CAPL as of Q2 2025.

  • SVB Wealth reported no remaining CrossAmerica Partners position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,345 CrossAmerica Partners shares in Q2 2025, an estimated $33K.
  • SVB Wealth first reported a position in CrossAmerica Partners in Q4 2020 and held it in 8 quarters.
  • SVB Wealth's CrossAmerica Partners position peaked at $485K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.