UBS Group’s CrossAmerica Partners CAPL Stock Holding History

UBS Group’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
2017 Q3	–	Sell	-124,000	Closed	-$3.16M	–	7730
2017 Q2	$3.16M	Buy	+124,000	New	+$3.1M	﹤0.01%	2569
2015 Q4	–	Sell	-169,000	Closed	-$3.86M	–	8348
2015 Q3	$3.86M	Sell	169,000 -56,000	-25%	-$1.41M	﹤0.01%	2148
2015 Q2	$6.36M	Buy	+225,000	New	+$7.18M	﹤0.01%	1847
2015 Q1	–	Sell	-114,200	Closed	-$4.6M	–	8853
2014 Q4	$4.6M	Buy	+114,200	New	+$3.94M	﹤0.01%	2163

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

UBS Group's CAPL Position: Q1 2026 in Review

UBS Group increased its CrossAmerica Partners (CAPL) stake by 34% in Q1 2026, buying an estimated $279K and bringing the position to 50,867 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #5511.

UBS Group first reported a position in CAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.36M in Q2 2015. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

UBS Group held 50,867 shares of CrossAmerica Partners worth $1.06M as of Q1 2026.
UBS Group bought 12,862 CrossAmerica Partners shares in Q1 2026, an estimated $279K.
CrossAmerica Partners made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5511 holding.
UBS Group first reported a position in CrossAmerica Partners in Q4 2014 and has held it in 46 quarters since.
UBS Group's CrossAmerica Partners position peaked at $7.36M in Q2 2015.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.