UMB Bank’s CrossAmerica Partners CAPL Stock Holding History

UMB Bank’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	$16.6K	Hold	800	–	–	﹤0.01%	1667
2025 Q4	$16.5K	Hold	800	–	–	﹤0.01%	1626
2025 Q3	$16.8K	Hold	800	–	–	﹤0.01%	1500
2025 Q2	$16.7K	Hold	800	–	–	﹤0.01%	1436
2025 Q1	$19.7K	Hold	800	–	–	﹤0.01%	1333
2024 Q4	$17.6K	Hold	800	–	–	﹤0.01%	1304
2024 Q3	$16.6K	Hold	800	–	–	﹤0.01%	1302
2024 Q2	$15.9K	Hold	800	–	–	﹤0.01%	1150
2024 Q1	$18.2K	Hold	800	–	–	﹤0.01%	1111
2023 Q4	$18.2K	Hold	800	–	–	﹤0.01%	1090
2023 Q3	$17.4K	Hold	800	–	–	﹤0.01%	1118
2023 Q2	$15.8K	Hold	800	–	–	﹤0.01%	1151
2023 Q1	$17.2K	Hold	800	–	–	﹤0.01%	1122
2022 Q4	$16K	Hold	800	–	–	﹤0.01%	1154
2022 Q3	$15K	Hold	800	–	–	﹤0.01%	1193
2022 Q2	$16K	Hold	800	–	–	﹤0.01%	1249
2022 Q1	$17K	Hold	800	–	–	﹤0.01%	1303
2021 Q4	$15K	Buy	+800	New	+$16.2K	﹤0.01%	1338

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

UMB Bank's CAPL Position: Q1 2026 in Review

UMB Bank held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 800 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

UMB Bank first reported a position in CAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.7K in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

UMB Bank held 800 shares of CrossAmerica Partners worth $16.6K as of Q1 2026.
UMB Bank left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1667 holding.
UMB Bank first reported a position in CrossAmerica Partners in Q4 2021 and has held it in 18 quarters since.
UMB Bank's CrossAmerica Partners position peaked at $19.7K in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.