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 $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's CAPL Position: Q2 2026 in Review

UBS Group reduced its CrossAmerica Partners (CAPL) stake by 31% in Q2 2026, selling an estimated $345K and leaving 35,014 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #5920.

UBS Group first reported a position in CAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.36M in Q2 2015. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

UBS Group held 35,014 shares of CrossAmerica Partners worth $785K as of Q2 2026.
UBS Group sold 15,853 CrossAmerica Partners shares in Q2 2026, an estimated $345K.
CrossAmerica Partners made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5920 holding.
UBS Group first reported a position in CrossAmerica Partners in Q4 2014 and has held it in 47 quarters since.
UBS Group's CrossAmerica Partners position peaked at $7.36M in Q2 2015.
60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.