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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Truist Financial's CAPL Position: Q1 2026 in Review

Truist Financial held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 14,500 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Truist Financial first reported a position in CAPL in Q1 2020 and has held it in 9 quarters since. The position peaked at $305K in Q3 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

Truist Financial held 14,500 shares of CrossAmerica Partners worth $301K as of Q1 2026.
Truist Financial left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2392 holding.
Truist Financial first reported a position in CrossAmerica Partners in Q1 2020 and has held it in 9 quarters since.
Truist Financial's CrossAmerica Partners position peaked at $305K in Q3 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.