Allworth Financial
CCBG icon

Allworth Financial’s Capital City Bank Group CCBG Stock Holding History

Allworth Financial’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.03K Buy
122
+59
+94% +$2.73K ﹤0.01% 4014
2026
Q1 		$2.74K Buy
63
+18
+40% +$773 ﹤0.01% 4241
2025
Q4 		$1.92K Sell
45
-52
-54% -$2.17K ﹤0.01% 4135
2025
Q3 		$4.05K Buy
97
+96
+9,600% +$4K ﹤0.01% 3671
2025
Q2 		$40 Buy
+1
New +$37 ﹤0.01% 4468
2022
Q4 		– Sell
-31
Closed -$1K – 3033
2022
Q3 		$1K Buy
+31
New +$986 ﹤0.01% 2328

Other funds holding CCBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allworth Financial's CCBG Position: Q2 2026 in Review

Allworth Financial increased its Capital City Bank Group (CCBG) stake by 94% in Q2 2026, buying an estimated $2.73K and bringing the position to 122 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4014.

Allworth Financial first reported a position in CCBG in Q3 2022 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • Allworth Financial held 122 shares of Capital City Bank Group worth $6.03K as of Q2 2026.
  • Allworth Financial bought 59 Capital City Bank Group shares in Q2 2026, an estimated $2.73K.
  • Capital City Bank Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4014 holding.
  • Allworth Financial first reported a position in Capital City Bank Group in Q3 2022 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.