Truist Financial’s CrossAmerica Partners CAPL Stock Holding History

Truist 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	$326K	Hold	15,250	–	–	﹤0.01%	2470
2026 Q2	$342K	Buy	15,250 +750	+5%	+$16.3K	﹤0.01%	2460
2026 Q1	$301K	Hold	14,500	–	–	﹤0.01%	2392
2025 Q4	$299K	Hold	14,500	–	–	﹤0.01%	2333
2025 Q3	$305K	Buy	+14,500	New	+$303K	﹤0.01%	2300
2021 Q3	–	Sell	-15,910	Closed	-$303K	–	2713
2021 Q2	$303K	Hold	15,910	–	–	﹤0.01%	2362
2021 Q1	$296K	Hold	15,910	–	–	﹤0.01%	2288
2020 Q4	$273K	Hold	15,910	–	–	﹤0.01%	2215
2020 Q3	$237K	Hold	15,910	–	–	﹤0.01%	2169
2020 Q2	$214K	Hold	15,910	–	–	﹤0.01%	2148
2020 Q1	$128K	Buy	+15,910	New	+$260K	﹤0.01%	2218

Other funds holding CAPL

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Truist Financial's CAPL Position: Q3 2026 in Review

Truist Financial held its CrossAmerica Partners (CAPL) position steady in Q3 2026 at 15,250 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Truist Financial first reported a position in CAPL in Q1 2020 and has held it in 11 quarters since. The position peaked at $342K in Q2 2026. 16 funds tracked by Wall St. Rank hold CAPL as of Q3 2026.

Truist Financial held 15,250 shares of CrossAmerica Partners worth $326K as of Q3 2026.
Truist Financial left its CrossAmerica Partners share count unchanged in Q3 2026.
CrossAmerica Partners made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2470 holding.
Truist Financial first reported a position in CrossAmerica Partners in Q1 2020 and has held it in 11 quarters since.
Truist Financial's CrossAmerica Partners position peaked at $342K in Q2 2026.
16 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.